Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AVID WEALTH MANAGEMENT2 years Service code 51 · EIN 58-2579575 | Investment Mgmt Fees | $24,069 |
Filed as: EQUITY INVESTMENT CORP Service code 51 · EIN 81-3721999 | Investment Mgmt Fees | $16,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,584 | $62,586-22.4% | $76,766-36.7% | $64,181-24.3% |
| Participation rate | 65.1% | 72.8%-7.8pp | 77.0%-11.9pp | 69.6%-4.5pp |
| Annual return | -7.08% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $632 | $1,832-65.5% | $2,485-74.6% | $2,381-73.4% |
| Participant deferral / active EE | $981 | $3,145-68.8% | $3,851-74.5% | $3,470-71.7% |
| Admin fee / account holder | $558 | $4,667-88.0% | $6,675-91.6% | $4,887-88.6% |