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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC1+ years Filed as: COMPASS BANK Service code 28 · EIN 63-0476286 | Investment Management | $25,727 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,025 | $38,925-38.3% | $73,835-67.5% | $55,191-56.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | -1.45% | 6.31%-7.8pp | 2268.13%-2269.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $2,837 | $1,695+67.4% | $2,788+1.8% | $1,899+49.4% |
| Participant deferral / active EE | $1,692 | $2,351-28.0% | $3,583-52.8% | $3,046-44.5% |
| Admin fee / account holder | $38 | $83-54.7% | $4,880-99.2% | $91-58.7% |