Filed February 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
APEIRON RIA LLC1 year Service code 26 · EIN 85-1592194 | Advisory (Participants) | $15,973 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,868 | $72,620-13.4% | $90,760-30.7% | $66,938-6.1% |
| Participation rate | 60.5% | 73.7%-13.2pp | 75.7%-15.2pp | 69.8%-9.3pp |
| Annual return | -18.94% | -12.28%-6.7pp | -12.16%-6.8pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,432 | $2,369-39.5% | $2,922-51.0% | $2,545-43.7% |
| Participant deferral / active EE | $4,090 | $3,979+2.8% | $4,565-10.4% | $4,238-3.5% |
| Admin fee / account holder | $181 | $707-74.4% | $8,444-97.9% | $594-69.5% |