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| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC2 years Service code 99 · EIN 20-4821221 | Other Fees | $13,816 |
THE AIMPOINT GROUP2 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 · EIN 46-1931817 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,569 | $79,223-76.6% | $102,460-81.9% | $74,478-75.1% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 11.66% | 54.98%-43.3pp | 29.47%-17.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,625 | $2,363-31.2% | $3,025-46.3% | $2,626-38.1% |
| Participant deferral / active EE | $2,677 | $4,417-39.4% | $5,056-47.1% | $4,350-38.5% |
| Admin fee / account holder | $250 | $2,003-87.5% | $9,460-97.4% | $1,946-87.1% |