Filed July 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
DOGWOOD WEALTH ADVISORS1 year Service code 27 · EIN 47-1513057 | Advisory (Plan) | $178,010 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 10.88% | 7.65%+3.2pp | 4.95%+5.9pp | 7.65%+3.2pp |
| Employer contribution / active EE | $47,244 | $20,582+129.5% | $20,917+125.9% | $20,582+129.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |