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 ADVISORS5 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,188 | $30,421+15.7% | $56,077-37.3% | $74,429-52.7% |
| Participation rate | 54.1% | 32.9%+21.2pp | 52.5%+1.6pp | 67.2%-13.1pp |
| Annual return | 19.54% | 24.94%-5.4pp | 1709.28%-1689.7pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $1,054 | $610+72.9% | $1,040+1.4% | $2,625-59.8% |
| Participant deferral / active EE | $1,181 | $1,175+0.5% | $1,954-39.6% | $4,348-72.8% |
| Admin fee / account holder | $111 | $2,363-95.3% | $2,825-96.1% | $1,944-94.3% |