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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC1 year Service code 27 · EIN 77-0522698 | Advisory (Plan) | $3,941 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $474 |
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.
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 | $71,053 | $65,292+8.8% | $71,671-0.9% | $77,958-8.9% |
| Participation rate | 21.4% | 67.4%-46.0pp | 68.7%-47.3pp | 71.6%-50.2pp |
| Annual return | 64.02% | 21.25%+42.8pp | 20.65%+43.4pp | 20.87%+43.1pp |
| Employer contribution / active EE | $935 | $2,085-55.2% | $2,460-62.0% | $2,310-59.5% |
| Participant deferral / active EE | $385 | $3,008-87.2% | $3,438-88.8% | $3,537-89.1% |
| Admin fee / account holder | $16 | $84-81.1% | $5,558-99.7% | $97-83.6% |