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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL ROOKS WEALTH1 year Filed as: CAMBELL ROOKS WEALTH MGMT Service code 26 · EIN 13-4233774 | Advisory (Participants) | $5,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,927 | $58,726-59.3% | $92,239-74.1% | $62,293-61.6% |
| Participation rate | 49.0% | 68.3%-19.4pp | 76.5%-27.5pp | 69.5%-20.6pp |
| Annual return | 12.41% | 43.62%-31.2pp | 176.29%-163.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $668 | $2,392-72.1% | $3,680-81.9% | $2,042-67.3% |
| Participant deferral / active EE | $2,172 | $2,766-21.5% | $3,897-44.3% | $3,169-31.5% |
| Admin fee / account holder | $9 | $556-98.4% | $5,194-99.8% | $479-98.1% |