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| Provider | Service type | Compensation |
|---|---|---|
PORTSIDE WEALTH GROUP2 years Service code 26 3507 N UNIVERSITY AVE STE 150 · PROVO, UT 84604 | Advisory (Participants) | $28,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,602 | $52,682-51.4% | $78,004-67.2% | $64,097-60.1% |
| Participation rate | 6.2% | 47.7%-41.5pp | 69.4%-63.2pp | 55.2%-49.0pp |
| Annual return | 12.14% | 22.45%-10.3pp | 31.07%-18.9pp | 34.64%-22.5pp |
| Employer contribution / active EE | $997 | $1,323-24.7% | $2,469-59.6% | $1,891-47.3% |
| Participant deferral / active EE | $2,830 | $2,346+20.6% | $4,092-30.8% | $3,080-8.1% |
| Admin fee / account holder | $200 | $5,420-96.3% | $7,578-97.4% | $3,454-94.2% |