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 |
|---|---|---|
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 | $78,562-9.0% | $105,608-32.3% | $74,429-4.0% |
| Participation rate | 84.7% | 72.8%+11.9pp | 75.3%+9.4pp | 67.2%+17.5pp |
| Annual return | 18.17% | 15.94%+2.2pp | 116.50%-98.3pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $2,232 | $2,521-11.5% | $3,167-29.5% | $2,625-15.0% |
| Participant deferral / active EE | $4,946 | $4,321+14.5% | $5,010-1.3% | $4,348+13.8% |
| Admin fee / account holder | $387 | $2,217-82.5% | $11,028-96.5% | $1,944-80.1% |