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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 26 · EIN 47-5476782 | Advisory (Participants) | $62,350 |
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.
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 | $20,576 | $67,512-69.5% | $185,837-88.9% | $93,010-77.9% |
| Participation rate | 22.1% | 67.1%-45.0pp | 81.7%-59.6pp | 73.9%-51.8pp |
| Annual return | 22.44% | 21.04%+1.4pp | 122.08%-99.6pp | 158.70%-136.3pp |
| Employer contribution / active EE | $74 | $1,783-95.9% | $5,168-98.6% | $2,705-97.3% |
| Participant deferral / active EE | $1,190 | $3,035-60.8% | $5,568-78.6% | $4,561-73.9% |
| Admin fee / account holder | $183 | $318-42.4% | $16,241-98.9% | $152+20.6% |