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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS LLC Service code 26 · EIN 90-1225082 | Advisory (Participants) | $30,126 |
Service code 14 · EIN 43-1565836 | Plan Administrator | $15,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,471 | $78,483-8.9% | $106,201-32.7% | $74,546-4.1% |
| Participation rate | 84.7% | 72.8%+11.9pp | 75.3%+9.4pp | 67.2%+17.5pp |
| Annual return | 18.17% | 15.94%+2.2pp | 116.26%-98.1pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $2,232 | $2,522-11.5% | $3,170-29.6% | $2,624-15.0% |
| Participant deferral / active EE | $4,946 | $4,320+14.5% | $5,012-1.3% | $4,347+13.8% |
| Admin fee / account holder | $387 | $2,236-82.7% | $11,039-96.5% | $1,944-80.1% |