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| Provider | Service type | Compensation |
|---|---|---|
SHEA LABAGH DOBBERSTEIN5 years Filed as: SHEA AND MCMURDIE FINANCIAL Service code 26 2435 NORTH CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Advisory (Participants) | $15,527 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,170 | $86,655-38.6% | $119,608-55.5% | $66,930-20.6% |
| Participation rate | 42.4% | 75.6%-33.2pp | 79.3%-36.9pp | 69.8%-27.4pp |
| Annual return | -14.71% | -8.00%-6.7pp | -14.98%+0.3pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,847 | $4,358-57.6% | $5,601-67.0% | $4,238-56.4% |
| Admin fee / account holder | $204 | $755-73.0% | $10,326-98.0% | $593-65.6% |