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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE F. TORNETTA LLC1 year Filed as: LAWRENCE TORNETTA Service code 16 · EIN 23-2385729 | Consulting | $13,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,823 | $37,044+4.8% | $71,796-45.9% | $57,658-32.7% |
| Participation rate | 61.0% | 61.1%-0.1pp | 69.1%-8.1pp | 70.2%-9.2pp |
| Annual return | 5.01% | 12.64%-7.6pp | 78.04%-73.0pp | 5.13%-0.1pp |
| Employer contribution / active EE | $894 | $720+24.2% | $1,924-53.5% | $1,974-54.7% |
| Participant deferral / active EE | $2,634 | $1,974+33.4% | $2,794-5.7% | $3,061-13.9% |
| Admin fee / account holder | $91 | $101-10.0% | $4,815-98.1% | $95-3.9% |