Filed May 2, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $94,893 |
DA DAVIDSON & CO5 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $82,459 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $9,675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,014 | $129,159-44.2% | $184,243-60.9% | $77,714-7.3% |
| Participation rate | 84.8% | 87.4%-2.5pp | 86.8%-2.0pp | 70.6%+14.2pp |
| Annual return | 16.13% | 33.22%-17.1pp | 28.82%-12.7pp | 31.26%-15.1pp |
| Employer contribution / active EE | $8,063 | $4,410+82.8% | $6,427+25.5% | $2,727+195.7% |
| Participant deferral / active EE | $2,364 | $7,305-67.6% | $9,132-74.1% | $4,649-49.2% |
| Admin fee / account holder | $369 | $256+44.2% | $13,914-97.4% | $433-14.9% |