Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $8,341 |
Filed as: VISIONARY WEALTH ADVISORS LLC Service code 27 1254 UNIVERSITY DRIVE, SUITE 300 · EDWARDSVILLE, IL 62025 | Advisory (Plan) | $2,744 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,704 | $38,075-64.0% | $93,515-85.3% | $73,497-81.4% |
| Participation rate | 39.6% | 56.7%-17.1pp | 66.8%-27.2pp | 70.7%-31.1pp |
| Annual return | -4.97% | 17.59%-22.6pp | 78.21%-83.2pp | 28.51%-33.5pp |
| Employer contribution / active EE | $779 | $1,117-30.2% | $2,077-62.5% | $2,270-65.7% |
| Participant deferral / active EE | $1,481 | $2,012-26.4% | $3,129-52.7% | $3,740-60.4% |
| Admin fee / account holder | $139 | $351-60.5% | $5,235-97.4% | $513-73.0% |