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| Provider | Service type | Compensation |
|---|---|---|
VUTEQ USA. INC.1 year Filed as: VUTEQ USA, INC. Service code 99 | Other Fees | $11,985 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,603 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,367 |
R&R INSURANCE1 year Filed as: MJ INSURANCE Service code 55 | Other Commissions | $8 |
RPCSI1 year Service code 49 · EIN 35-2091834 | Other Services | $4 |
VUTEQ USA. INC.2+ years Service code 99 · EIN 61-1119251 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,642 | $74,024-69.4% | $78,002-71.0% | $57,658-60.7% |
| Participation rate | 63.6% | 79.7%-16.1pp | 75.5%-11.9pp | 70.2%-6.6pp |
| Annual return | 8.05% | 12.14%-4.1pp | 425.99%-417.9pp | 5.13%+2.9pp |
| Employer contribution / active EE | $720 | $2,365-69.6% | $2,470-70.9% | $1,974-63.5% |
| Participant deferral / active EE | $1,374 | $3,533-61.1% | $3,497-60.7% | $3,061-55.1% |
| Admin fee / account holder | $31 | $93-67.0% | $5,481-99.4% | $95-67.4% |