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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $89,092 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $42,615 |
Filed as: MMCSC Service code 13 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Contract Administrator | $37,500 |
COHN REZNICK LLP1 year Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $30,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,108 | $78,852-25.0% | $76,768-23.0% | $75,289-21.5% |
| Participation rate | 69.1% | 85.0%-15.8pp | 77.0%-7.8pp | 72.4%-3.3pp |
| Annual return | -3.53% | -1.29%-2.2pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,603 | $2,794-6.9% | $2,485+4.7% | $2,405+8.2% |
| Participant deferral / active EE | $5,491 | $4,800+14.4% | $3,852+42.6% | $3,739+46.9% |
| Admin fee / account holder | $156 | $79+98.0% | $6,676-97.7% | $102+52.9% |