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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $21,718 |
FINANXIAL, CORP.7+ years Service code 16 · EIN 66-0591759 | Consulting | $1,481 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,439 | $59,467-62.3% | $93,727-76.1% | $74,478-69.9% |
| Participation rate | 76.4% | 59.6%+16.8pp | 68.7%+7.7pp | 67.2%+9.2pp |
| Annual return | 9.77% | 82.14%-72.4pp | 133.83%-124.1pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $908 | $1,267-28.3% | $2,421-62.5% | $2,626-65.4% |
| Participant deferral / active EE | $2,115 | $3,052-30.7% | $4,417-52.1% | $4,350-51.4% |
| Admin fee / account holder | $96 | $3,028-96.8% | $8,292-98.8% | $1,946-95.1% |