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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO DESIGN SERVICES2+ years Service code 26 · EIN 72-1558055 | Advisory (Participants) | $40,126 |
TRUST COMPANY OF AMERICA2+ years Service code 13 · EIN 84-6179736 | Contract Administrator | $7,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $32,743 | $51,244-36.1% | $80,977-59.6% | $55,167-40.6% |
| Participation rate | 64.4% | 71.7%-7.3pp | 75.8%-11.4pp | 69.0%-4.6pp |
| Annual return | 9.90% | 17.39%-7.5pp | 17.11%-7.2pp | 169.23%-159.3pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,565 | $4,418-41.9% | $5,696-55.0% | $3,054-16.0% |
| Admin fee / account holder | $226 | $398-43.2% | $5,517-95.9% | $504-55.1% |