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| Provider | Service type | Compensation |
|---|---|---|
USCA RIA LLC1 year Filed as: USCA SECURITIES LLC -CLAYTON FISHER Service code 61 300 CRESCENT COURT · DALLAS, TX 75201 | Finders' fees / placement fees | $5,427 |
EPLAN ADVISORS, LLC1 year Service code 17 · EIN 36-1543746 | Pension Consulting | $4,704 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,941 | $75,183-76.1% | $123,894-85.5% | $55,167-67.5% |
| Participation rate | 30.7% | 72.8%-42.1pp | 81.4%-50.7pp | 69.0%-38.3pp |
| Annual return | 4.15% | 19.01%-14.9pp | 47.52%-43.4pp | 169.23%-165.1pp |
| Employer contribution / active EE | $422 | $2,823-85.0% | $4,617-90.9% | $1,963-78.5% |
| Participant deferral / active EE | $731 | $5,084-85.6% | $5,984-87.8% | $3,054-76.0% |
| Admin fee / account holder | $157 | $663-76.3% | $8,357-98.1% | $504-68.9% |