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| Provider | Service type | Compensation |
|---|---|---|
ALPHAPOINT, INC.3 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $6,667 |
SUEMORI & INOUYE, INC.4 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 17 | Pension Consulting | $0 |
SUEMORI & INOUYE, INC.4 years Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,344 | $49,451+16.0% | $79,550-27.9% | $66,914-14.3% |
| Participation rate | 66.2% | 61.3%+4.9pp | 69.5%-3.3pp | 69.8%-3.6pp |
| Annual return | -14.45% | 84.25%-98.7pp | 0.16%-14.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,782 | $1,266+40.8% | $2,413-26.1% | $2,544-29.9% |
| Participant deferral / active EE | $2,938 | $3,159-7.0% | $3,985-26.3% | $4,237-30.6% |
| Admin fee / account holder | $121 | $595-79.7% | $6,832-98.2% | $593-79.6% |