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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFY, INC. Service code 27 9017 S RIVERSIDE DR STE 200 · SANDY, UT 84070 | Advisory (Plan) | $8,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,131 | $63,442-66.7% | $68,794-69.3% | $66,930-68.4% |
| Participation rate | 34.8% | 60.0%-25.2pp | 69.0%-34.2pp | 69.8%-35.0pp |
| Annual return | -18.48% | -8.29%-10.2pp | -6.37%-12.1pp | 1.57%-20.1pp |
| Employer contribution / active EE | $882 | $1,775-50.3% | $2,656-66.8% | $2,545-65.3% |
| Participant deferral / active EE | $1,875 | $2,945-36.3% | $3,941-52.4% | $4,238-55.8% |
| Admin fee / account holder | $254 | $577-56.0% | $4,934-94.9% | $593-57.2% |