Filed October 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VISIONARY WEALTH ADVISORS Service code 27 · EIN 46-5210986 | Advisory (Plan) | $9,027 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,806 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,599 | $31,038-46.5% | $65,583-74.7% | $74,473-77.7% |
| Participation rate | 64.3% | 66.9%-2.7pp | 65.0%-0.7pp | 70.7%-6.5pp |
| Annual return | 19.23% | 38.60%-19.4pp | 47.46%-28.2pp | 34.36%-15.1pp |
| Employer contribution / active EE | $288 | $1,188-75.8% | $1,692-83.0% | $2,638-89.1% |
| Participant deferral / active EE | $1,970 | $2,792-29.4% | $2,833-30.5% | $4,530-56.5% |
| Admin fee / account holder | $52 | $299-82.5% | $4,112-98.7% | $347-84.9% |