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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO7 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $25,767 |
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 | $31,760 | $61,356-48.2% | $149,696-78.8% | $71,511-55.6% |
| Participation rate | 43.5% | 62.5%-19.0pp | 78.8%-35.2pp | 67.9%-24.4pp |
| Annual return | 18.70% | 35.86%-17.2pp | 134.46%-115.8pp | 28.86%-10.2pp |
| Employer contribution / active EE | $1,062 | $2,382-55.4% | $4,821-78.0% | $2,589-59.0% |
| Participant deferral / active EE | $2,335 | $2,920-20.0% | $5,682-58.9% | $4,291-45.6% |
| Admin fee / account holder | $237 | $1,263-81.3% | $13,212-98.2% | $1,588-85.1% |