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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,282 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $19,352 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,052 | $65,378-41.8% | $87,103-56.3% | $65,186-41.6% |
| Participation rate | 99.3% | 75.3%+24.0pp | 76.9%+22.4pp | 70.2%+29.1pp |
| Annual return | 17.96% | 31.28%-13.3pp | 28.19%-10.2pp | 29.39%-11.4pp |
| Employer contribution / active EE | $1,460 | $1,823-19.9% | $2,521-42.1% | $2,177-32.9% |
| Participant deferral / active EE | $1,130 | $3,389-66.7% | $4,049-72.1% | $3,514-67.8% |
| Admin fee / account holder | $223 | $520-57.1% | $7,491-97.0% | $847-73.7% |