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| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC2 years Service code 26 · EIN 20-4821221 | Advisory (Participants) | $19,801 |
HORNE LLP1 year Service code 10 · EIN 20-1941244 | Accounting | $10,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,937 |
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 | $10,053 | $52,967-81.0% | $172,753-94.2% | $65,186-84.6% |
| Participation rate | 45.0% | 66.2%-21.1pp | 82.6%-37.6pp | 70.2%-25.2pp |
| Annual return | 19.85% | 30.12%-10.3pp | 803.00%-783.2pp | 29.39%-9.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $725 | $2,471-70.7% | $5,198-86.1% | $3,514-79.4% |
| Admin fee / account holder | $124 | $472-73.8% | $13,956-99.1% | $847-85.4% |