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| Provider | Service type | Compensation |
|---|---|---|
LEADING RETIREMENT SOLUTIONS2+ years Service code 15 · EIN 45-1200308 | Recordkeeping | $62,400 |
HFM INVESTMENT ADVISORS2+ years Filed as: HFM INVESTMENT ADVISORS, LLC Service code 26 · EIN 82-1797253 | Advisory (Participants) | $21,540 |
TRUST INTEGRITAS1 year Service code 16 · EIN 99-2058408 15275 COLLIER BLVD · NAPLES, FL 34119 | Consulting | $6,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,737 | $106,264-94.6% | $147,117-96.1% | $77,762-92.6% |
| Participation rate | 80.0% | 78.4%+1.6pp | 82.2%-2.2pp | 70.6%+9.4pp |
| Annual return | 37.47% | 56.94%-19.5pp | 420.54%-383.1pp | 31.27%+6.2pp |
| Employer contribution / active EE | $75 | $4,074-98.2% | $4,932-98.5% | $2,728-97.3% |
| Participant deferral / active EE | $2,128 | $8,003-73.4% | $8,065-73.6% | $4,651-54.3% |
| Admin fee / account holder | $77 | $334-77.0% | $12,993-99.4% | $433-82.2% |