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| Provider | Service type | Compensation |
|---|---|---|
DIRECT ADVISORS, LLC1 year Service code 26 · EIN 20-5173405 | Advisory (Participants) | $29,221 |
Service code 15 · EIN 16-0380815 | Recordkeeping | $11,236 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,091 | $84,499-71.5% | $125,391-80.8% | $66,949-64.0% |
| Participation rate | 67.2% | 76.4%-9.3pp | 82.4%-15.2pp | 69.8%-2.7pp |
| Annual return | -19.47% | -8.49%-11.0pp | 572.41%-591.9pp | 1.57%-21.0pp |
| Employer contribution / active EE | $2,130 | $3,554-40.0% | $4,816-55.8% | $2,545-16.3% |
| Participant deferral / active EE | $5,667 | $6,785-16.5% | $7,448-23.9% | $4,239+33.7% |
| Admin fee / account holder | $232 | $685-66.2% | $10,009-97.7% | $594-61.0% |