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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVISORY CORPORATION2+ years Filed as: FINANCIAL ADVISORY Service code 27 · EIN 95-2834236 | Advisory (Plan) | $55,213 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,367 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,965 | $43,110-79.2% | $156,551-94.3% | $65,292-86.3% |
| Participation rate | 54.1% | 69.3%-15.2pp | 84.0%-29.9pp | 72.4%-18.3pp |
| Annual return | 7.49% | 11.24%-3.7pp | 32.23%-24.7pp | 11.84%-4.3pp |
| Employer contribution / active EE | $32 | $1,702-98.1% | $5,501-99.4% | $2,302-98.6% |
| Participant deferral / active EE | $639 | $2,520-74.6% | $4,871-86.9% | $3,579-82.1% |
| Admin fee / account holder | $14 | $47-71.1% | $13,028-99.9% | $57-76.2% |