Filed February 2, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED INVESTMENT ADVISORS Service code 33 · EIN 56-1902157 | Securities brokerage | $34,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,182 | $72,177+95.6% | $115,038+22.7% | $59,633+136.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.51% | 12.02%-12.5pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $8,237 | $2,841+189.9% | $4,608+78.8% | $2,203+274.0% |
| Participant deferral / active EE | $8,455 | $4,783+76.8% | $6,026+40.3% | $3,192+164.9% |
| Admin fee / account holder | $320 | $4,927-93.5% | $8,175-96.1% | $4,297-92.5% |