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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO8 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $26,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,100 | $55,470-47.5% | $155,556-81.3% | $74,478-60.9% |
| Participation rate | 42.5% | 61.9%-19.4pp | 78.2%-35.7pp | 67.2%-24.7pp |
| Annual return | 13.14% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,277 | $2,267-43.6% | $4,675-72.7% | $2,626-51.4% |
| Participant deferral / active EE | $2,948 | $2,838+3.9% | $5,631-47.6% | $4,350-32.2% |
| Admin fee / account holder | $240 | $1,744-86.2% | $15,885-98.5% | $1,946-87.6% |