Filed November 3, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS4 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $8,244 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,556 | $27,800-22.5% | $58,561-63.2% | $71,511-69.9% |
| Participation rate | 59.6% | 34.6%+25.1pp | 50.9%+8.8pp | 67.9%-8.3pp |
| Annual return | -3.79% | 26.80%-30.6pp | 4251.33%-4255.1pp | 28.86%-32.6pp |
| Employer contribution / active EE | $1,310 | $632+107.3% | $1,053+24.3% | $2,589-49.4% |
| Participant deferral / active EE | $1,465 | $1,208+21.3% | $1,923-23.8% | $4,291-65.9% |
| Admin fee / account holder | $94 | $1,637-94.3% | $2,520-96.3% | $1,588-94.1% |