| Provider | Service type | Compensation |
|---|---|---|
SOUDERS FINANCIAL ADVISORS LLC1+ years Filed as: SOUDERS FINANCIAL ADVISORS, LLC Service code 99 | Other Fees | $2,930 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,870 | $95,438-82.3% | $135,998-87.6% | $74,478-77.3% |
| Participation rate | 15.9% | 78.2%-62.3pp | 81.9%-66.0pp | 70.7%-54.8pp |
| Annual return | 0.00% | 32.61%-32.6pp | 68.37%-68.4pp | 34.37%-34.4pp |
| Employer contribution / active EE | $1,497 | $3,878-61.4% | $4,860-69.2% | $2,637-43.2% |
| Participant deferral / active EE | $2,954 | $7,790-62.1% | $7,761-61.9% | $4,530-34.8% |
| Admin fee / account holder | $2,473 | $259+855.1% | $10,769-77.0% | $347+612.2% |