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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 77-0053726 | Advisory (Participants) | $29,718 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,579 | $136,307-38.7% | $177,821-53.0% | $73,488+13.7% |
| Participation rate | 60.7% | 86.1%-25.4pp | 87.7%-27.0pp | 70.7%-10.0pp |
| Annual return | 11.00% | 18.68%-7.7pp | 48.32%-37.3pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,414 | $3,712-61.9% | $5,918-76.1% | $2,270-37.7% |
| Participant deferral / active EE | $5,975 | $5,829+2.5% | $7,714-22.5% | $3,740+59.8% |
| Admin fee / account holder | $279 | $596-53.1% | $12,427-97.8% | $513-45.5% |