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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $27,364 |
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 | $28,831 | $65,125-55.7% | $143,797-80.0% | $66,949-56.9% |
| Participation rate | 41.3% | 65.2%-23.9pp | 80.3%-39.0pp | 69.8%-28.5pp |
| Annual return | -15.74% | -11.13%-4.6pp | -0.04%-15.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,174 | $2,362-50.3% | $4,952-76.3% | $2,545-53.9% |
| Participant deferral / active EE | $2,387 | $2,920-18.3% | $5,638-57.7% | $4,239-43.7% |
| Admin fee / account holder | $261 | $503-48.1% | $14,679-98.2% | $594-56.1% |