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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION7+ years Filed as: SYM FINANCIAL Service code 26 · EIN 42-0127290 | Advisory (Participants) | $34,368 |
Filed as: RIVERSEDGE ADVANCED RETIREMENT Service code 15 · EIN 27-1155910 | Recordkeeping | $19,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,396 | $47,766-40.6% | $82,706-65.7% | $64,814-56.2% |
| Participation rate | 37.2% | 67.7%-30.5pp | 72.6%-35.3pp | 71.5%-34.2pp |
| Annual return | -12.65% | -13.06%+0.4pp | 701.76%-714.4pp | 32.84%-45.5pp |
| Employer contribution / active EE | $670 | $2,182-69.3% | $3,007-77.7% | $2,507-73.3% |
| Participant deferral / active EE | $944 | $3,332-71.7% | $4,394-78.5% | $4,310-78.1% |
| Admin fee / account holder | $280 | $143+95.7% | $5,329-94.8% | $188+49.0% |