Filed June 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AEGIS WEALTH MANAGEMENT2 years Service code 27 · EIN 47-2103292 | Advisory (Plan) | $19,432 |
Filed as: COLOMB INVESTMENT MANAGEMENT, LLC Service code 16 3445 N CAUSEWAY BLVD #904 · METARIE, LA 70002 | Consulting | $12,697 |
EFFICIENT ADVISORS1 year Service code 28 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Investment Management | $7,178 |
BLADE BENEFIT CONSULTING2 years Service code 15 · EIN 47-1686023 | Recordkeeping | $1,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,415 | $55,449-25.3% | $83,848-50.6% | $56,287-26.4% |
| Participation rate | 52.9% | 68.0%-15.1pp | 76.1%-23.3pp | 69.9%-17.0pp |
| Annual return | -5.70% | -1.38%-4.3pp | 850.88%-856.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,123 | $2,430-53.8% | $3,631-69.1% | $2,111-46.8% |
| Participant deferral / active EE | $2,627 | $2,935-10.5% | $4,082-35.6% | $3,350-21.6% |
| Admin fee / account holder | $152 | $656-76.8% | $5,478-97.2% | $521-70.7% |