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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $17,546 |
FINANXIAL, CORP.6+ years Service code 16 · EIN 66-0591759 | Consulting | $1,357 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,805 | $54,729-63.8% | $86,235-77.0% | $71,529-72.3% |
| Participation rate | 73.3% | 60.1%+13.2pp | 69.0%+4.4pp | 67.9%+5.4pp |
| Annual return | 11.91% | 20.07%-8.2pp | 1170.03%-1158.1pp | 28.97%-17.1pp |
| Employer contribution / active EE | $1,033 | $1,267-18.5% | $2,381-56.6% | $2,590-60.1% |
| Participant deferral / active EE | $2,696 | $3,110-13.3% | $3,987-32.4% | $4,291-37.2% |
| Admin fee / account holder | $81 | $1,921-95.8% | $6,856-98.8% | $1,588-94.9% |