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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 34-1959781 4100 EMBASSY PARKWAY · AKRON, OH 44333 | Advisory (Plan) | $55,587 |
Filed as: SYMPHONY FINANCIAL SERVICES INC Service code 27 4100 EMBASSY PKY STE 100 · AKRON, OH 44333 | Advisory (Plan) | $39,024 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,508 |
DAILY ACCESS CORPORATION1 year Filed as: DAILY ACCESS Service code 15 · EIN 63-1156117 307 N. UNIVIERSITY BLVD. · MOBILE, AL 36688 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,480 | $37,044-25.8% | $71,796-61.7% | $57,658-52.3% |
| Participation rate | 36.8% | 61.1%-24.4pp | 69.1%-32.4pp | 70.2%-33.5pp |
| Annual return | 4.49% | 12.64%-8.2pp | 78.04%-73.6pp | 5.13%-0.6pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,509 | $1,974-23.6% | $2,794-46.0% | $3,061-50.7% |
| Admin fee / account holder | $374 | $101+271.0% | $4,815-92.2% | $95+296.1% |