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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 50081 AMP FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Commissions | $25,835 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 | Recordkeeping | $3,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,849 | $51,288-45.7% | $81,991-66.0% | $73,412-62.1% |
| Participation rate | 31.6% | 64.0%-32.4pp | 69.3%-37.7pp | 72.2%-40.6pp |
| Annual return | 18.36% | 29.48%-11.1pp | 41.31%-23.0pp | 59.30%-40.9pp |
| Employer contribution / active EE | $220 | $1,487-85.2% | $2,498-91.2% | $2,234-90.1% |
| Participant deferral / active EE | $1,086 | $2,715-60.0% | $3,722-70.8% | $3,806-71.5% |
| Admin fee / account holder | $33 | $125-73.4% | $5,665-99.4% | $158-78.9% |