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| Provider | Service type | Compensation |
|---|---|---|
ARROWROOT FAMILY OFFICE LLC2 years Filed as: ARROWROOT FAMILY OFFICE, LLC Service code 26 100 WILSHIRE BLVD, SUITE 1830 · SANTA MONICA, CA 90401 | Advisory (Participants) | $10,078 |
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.
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 | $20,476 | $100,801-79.7% | $149,715-86.3% | $73,412-72.1% |
| Participation rate | 32.1% | 77.7%-45.6pp | 82.5%-50.4pp | 72.2%-40.0pp |
| Annual return | 36.32% | 265.34%-229.0pp | 276.66%-240.3pp | 59.30%-23.0pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,359 | $6,404-63.2% | $6,842-65.5% | $3,806-38.0% |
| Admin fee / account holder | $79 | $181-56.1% | $9,310-99.1% | $158-49.7% |