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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY3 years Filed as: DIVERSIFIED GLOBAL INVESTMENT Service code 27 · EIN 81-0972298 | Advisory (Plan) | $35,672 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,032 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,923 | $59,105+26.8% | $159,991-53.2% | $66,930+11.9% |
| Participation rate | 85.2% | 68.1%+17.1pp | 78.0%+7.2pp | 69.8%+15.4pp |
| Annual return | -16.57% | -12.26%-4.3pp | 408.82%-425.4pp | 1.57%-18.1pp |
| Employer contribution / active EE | $521 | $1,983-73.7% | $4,225-87.7% | $2,545-79.5% |
| Participant deferral / active EE | $5,146 | $4,395+17.1% | $6,183-16.8% | $4,238+21.4% |
| Admin fee / account holder | $289 | $591-51.1% | $8,715-96.7% | $593-51.3% |