Filed March 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON&COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $28,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,722 | $40,174-16.1% | $84,015-59.9% | $67,579-50.1% |
| Participation rate | 36.7% | 62.7%-26.0pp | 69.0%-32.4pp | 71.3%-34.6pp |
| Annual return | 24.54% | 25.82%-1.3pp | 71.31%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $520 | $808-35.7% | $1,983-73.8% | $2,148-75.8% |
| Participant deferral / active EE | $1,026 | $2,301-55.4% | $3,239-68.3% | $3,539-71.0% |
| Admin fee / account holder | $270 | $128+110.4% | $6,101-95.6% | $142+89.8% |