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 | $36,130 |
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 | $163,273 | $85,766+90.4% | $136,298+19.8% | $70,126+132.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.58% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $8,232 | $2,966+177.5% | $4,696+75.3% | $2,343+251.4% |
| Participant deferral / active EE | $8,909 | $5,051+76.4% | $6,247+42.6% | $3,332+167.4% |
| Admin fee / account holder | $327 | $5,421-94.0% | $9,244-96.5% | $4,645-93.0% |