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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 | Advisory (Participants) | $41,441 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,719 | $47,456-71.1% | $172,752-92.1% | $77,775-82.4% |
| Participation rate | 25.1% | 66.3%-41.1pp | 82.6%-57.5pp | 73.2%-48.1pp |
| Annual return | 22.65% | 35.57%-12.9pp | 802.97%-780.3pp | 32.58%-9.9pp |
| Employer contribution / active EE | $75 | $1,574-95.2% | $5,144-98.5% | $2,504-97.0% |
| Participant deferral / active EE | $1,142 | $2,560-55.4% | $5,198-78.0% | $3,966-71.2% |
| Admin fee / account holder | $144 | $81+78.2% | $13,955-99.0% | $100+44.0% |