Filed November 3, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS3 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $10,113 |
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 | $29,046 | $27,639+5.1% | $61,501-52.8% | $68,490-57.6% |
| Participation rate | 98.5% | 39.5%+59.0pp | 52.6%+45.9pp | 67.9%+30.6pp |
| Annual return | 3.35% | -13.19%+16.5pp | 339.04%-335.7pp | -7.85%+11.2pp |
| Employer contribution / active EE | $2,198 | $696+215.9% | $1,160+89.6% | $2,597-15.3% |
| Participant deferral / active EE | $2,084 | $1,264+64.9% | $2,125-1.9% | $4,028-48.3% |
| Admin fee / account holder | $101 | $2,012-95.0% | $2,132-95.3% | $5,403-98.1% |