Filed May 25, 2022
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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 | $56,116 |
Service code 49 8523 S. REDWOOD ROAD · WEST JORDAN, UT 84088 | Other Services | $11,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,697 | $82,979-35.3% | $102,412-47.6% | $77,736-30.9% |
| Participation rate | 45.9% | 71.5%-25.6pp | 74.5%-28.6pp | 70.6%-24.7pp |
| Annual return | 14.44% | 19.11%-4.7pp | 24.94%-10.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $802 | $3,554-77.4% | $3,870-79.3% | $2,728-70.6% |
| Participant deferral / active EE | $3,076 | $4,109-25.1% | $5,060-39.2% | $4,651-33.9% |
| Admin fee / account holder | $36 | $639-94.3% | $8,388-99.6% | $433-91.6% |