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 | $33,652 |
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 | $142,782 | $76,551+86.5% | $123,894+15.2% | $62,881+127.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,816 | $2,882+171.1% | $4,617+69.3% | $2,281+242.6% |
| Participant deferral / active EE | $8,487 | $4,840+75.4% | $5,984+41.8% | $3,203+165.0% |
| Admin fee / account holder | $314 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |