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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED BROKERAGE LTD2 years Service code 99 · EIN 14-1697085 | Other Fees | $8,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,868 | $50,956-59.0% | $96,570-78.4% | $86,821-76.0% |
| Participation rate | 27.8% | 65.2%-37.5pp | 69.8%-42.1pp | 72.3%-44.5pp |
| Annual return | 19.85% | 21.27%-1.4pp | 37.79%-17.9pp | 97.94%-78.1pp |
| Employer contribution / active EE | $806 | $1,111-27.5% | $2,357-65.8% | $2,406-66.5% |
| Participant deferral / active EE | $1,485 | $2,954-49.7% | $3,849-61.4% | $4,132-64.0% |
| Admin fee / account holder | $8 | $166-95.2% | $6,182-99.9% | $170-95.3% |