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 | $78,607-9.1% | $105,624-32.3% | $74,478-4.0% |
| Participation rate | 84.7% | 72.8%+11.9pp | 75.3%+9.4pp | 67.2%+17.5pp |
| Annual return | 18.17% | 15.96%+2.2pp | 116.20%-98.0pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $2,232 | $2,523-11.5% | $3,168-29.5% | $2,626-15.0% |
| Participant deferral / active EE | $4,946 | $4,325+14.4% | $5,013-1.3% | $4,350+13.7% |
| Admin fee / account holder | $387 | $2,220-82.6% | $10,961-96.5% | $1,946-80.1% |