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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2+ years Filed as: D.A. DAVIDSON & CO. Service code 99 · EIN 81-0139474 | Other Fees | $13,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,436 | $78,636-57.5% | $105,607-68.3% | $74,459-55.1% |
| Participation rate | 33.8% | 72.8%-39.0pp | 75.3%-41.5pp | 67.2%-33.4pp |
| Annual return | 12.61% | 15.96%-3.3pp | 116.11%-103.5pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $736 | $2,523-70.8% | $3,167-76.7% | $2,626-72.0% |
| Participant deferral / active EE | $1,610 | $4,322-62.8% | $5,011-67.9% | $4,350-63.0% |
| Admin fee / account holder | $40 | $2,220-98.2% | $10,958-99.6% | $1,945-97.9% |