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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $3,264 |
R&R INSURANCE2 years Filed as: MJ INSURANCE Service code 55 | Other Commissions | $23 |
RPCSI2 years Service code 49 | Other Services | $12 |
R&R INSURANCE1 year Filed as: MJ INSURANCE, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS. Service code 49 · EIN 71-0294708 | Other Services | $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 | $25,819 | $75,284-65.7% | $91,004-71.6% | $69,631-62.9% |
| Participation rate | 66.0% | 80.4%-14.4pp | 75.6%-9.6pp | 70.7%-4.7pp |
| Annual return | 16.68% | 48.40%-31.7pp | 4.60%+12.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $752 | $2,473-69.6% | $2,456-69.4% | $2,032-63.0% |
| Participant deferral / active EE | $1,432 | $3,700-61.3% | $3,548-59.6% | $3,224-55.6% |
| Admin fee / account holder | $37 | $111-66.8% | $5,417-99.3% | $110-66.8% |