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| Provider | Service type | Compensation |
|---|---|---|
CONTINUUM ADVISORY LLC1 year Service code 27 · EIN 81-2078978 | Advisory (Plan) | $14,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,783 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,848 | $73,102-70.1% | $123,552-82.3% | $56,287-61.2% |
| Participation rate | 90.7% | 74.3%+16.3pp | 82.3%+8.4pp | 69.9%+20.8pp |
| Annual return | 3.59% | 3.01%+0.6pp | 119.20%-115.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $3,331 | $2,977+11.9% | $4,628-28.0% | $2,111+57.8% |
| Participant deferral / active EE | $6,140 | $5,423+13.2% | $6,426-4.4% | $3,350+83.3% |
| Admin fee / account holder | $111 | $554-79.9% | $9,285-98.8% | $521-78.6% |