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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION5+ years Filed as: SYM FINANCIAL Service code 26 · EIN 42-0127290 | Advisory (Participants) | $34,342 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 · EIN 27-1155910 | Recordkeeping | $18,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,129 | $52,670-27.6% | $90,404-57.8% | $73,409-48.1% |
| Participation rate | 32.5% | 67.7%-35.1pp | 72.7%-40.2pp | 72.2%-39.6pp |
| Annual return | 0.67% | 20.70%-20.0pp | 1293.02%-1292.4pp | 59.29%-58.6pp |
| Employer contribution / active EE | $493 | $1,872-73.7% | $3,262-84.9% | $2,234-77.9% |
| Participant deferral / active EE | $719 | $2,807-74.4% | $3,963-81.9% | $3,805-81.1% |
| Admin fee / account holder | $302 | $117+158.6% | $5,611-94.6% | $158+91.3% |