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| Provider | Service type | Compensation |
|---|---|---|
OCTAVE WEALTH1 year Filed as: OCTAVEWEALTH Service code 15 1300 S VAN NESS AVE #204 · SAN FRANCISCO, CA 94110 | Recordkeeping | $42,115 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 14 545 METRO PL S #240 · DUBLIN, OH 43017 | Plan Administrator | $10,147 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN RETIREMENT PLANNING GROUP Service code 26 6390 W CHEYENNE AVE B · LAS VEGAS, NV 89108 | Advisory (Participants) | $5,529 |
Service code 13 1355 PICCARD DR SUITE 120 · ROCKVILLE, MD 20850 | Contract Administrator | $5,529 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,069 | $40,522-92.4% | $84,637-96.4% | $67,582-95.5% |
| Participation rate | 96.7% | 51.1%+45.6pp | 68.2%+28.5pp | 71.3%+25.5pp |
| Annual return | 3.39% | 32.72%-29.3pp | 258.82%-255.4pp | 378.57%-375.2pp |
| Employer contribution / active EE | $1,561 | $1,146+36.2% | $2,653-41.2% | $2,148-27.3% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,900-100.0% | $3,539-100.0% |
| Admin fee / account holder | $100 | $145-31.2% | $4,914-98.0% | $142-29.7% |