Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO5 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $31,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,513 | $61,166-25.6% | $185,849-75.5% | $79,391-42.7% |
| Participation rate | 47.2% | 66.6%-19.4pp | 81.7%-34.5pp | 70.7%-23.5pp |
| Annual return | 16.62% | 19.45%-2.8pp | 122.10%-105.5pp | 116.88%-100.3pp |
| Employer contribution / active EE | $1,219 | $2,321-47.5% | $5,169-76.4% | $2,428-49.8% |
| Participant deferral / active EE | $2,194 | $2,789-21.3% | $5,569-60.6% | $4,046-45.8% |
| Admin fee / account holder | $338 | $710-52.4% | $16,244-97.9% | $627-46.0% |