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| Provider | Service type | Compensation |
|---|---|---|
HARRIS1+ years Filed as: HARRIS MYCFO, LLC Service code 27 · EIN 77-0522698 | Advisory (Plan) | $3,364 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $580 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,124 | $168,231-72.6% | $67,834-32.0% | $63,975-27.9% |
| Participation rate | 20.9% | 66.8%-45.9pp | 68.8%-47.9pp | 71.1%-50.2pp |
| Annual return | -4.13% | 11.76%-15.9pp | 138.47%-142.6pp | 48.65%-52.8pp |
| Employer contribution / active EE | $899 | $1,907-52.9% | $2,403-62.6% | $2,182-58.8% |
| Participant deferral / active EE | $366 | $2,827-87.0% | $3,160-88.4% | $3,356-89.1% |
| Admin fee / account holder | $16 | $81-80.5% | $4,622-99.7% | $70-77.7% |