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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $26,847 |
TJ ADVISORS LLC1 year Filed as: TJ ADVISORS, LLC Service code 10 · EIN 81-4325266 | Accounting | $9,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 that benefits due were not provided when due.
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 | $11,972 | $52,149-77.0% | $122,354-90.2% | $77,958-84.6% |
| Participation rate | 28.4% | 58.6%-30.2pp | 71.6%-43.2pp | 71.6%-43.2pp |
| Annual return | 15.30% | 17.75%-2.5pp | 30.28%-15.0pp | 20.87%-5.6pp |
| Employer contribution / active EE | $317 | $1,750-81.9% | $4,051-92.2% | $2,310-86.3% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $49 | $93-46.9% | $5,479-99.1% | $97-49.2% |