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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSEDGE ADV. RET. SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $22,831 |
Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $22,101 |
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.
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 | $15,072 | $52,293-71.2% | $178,498-91.6% | $73,412-79.5% |
| Participation rate | 51.8% | 65.3%-13.6pp | 81.9%-30.2pp | 72.2%-20.4pp |
| Annual return | 12.74% | 34.75%-22.0pp | 151.09%-138.4pp | 59.30%-46.6pp |
| Employer contribution / active EE | $264 | $1,735-84.8% | $5,011-94.7% | $2,234-88.2% |
| Participant deferral / active EE | $949 | $2,332-59.3% | $5,202-81.8% | $3,806-75.1% |
| Admin fee / account holder | $189 | $127+48.6% | $13,985-98.6% | $158+19.9% |