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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $18,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,511 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,078 | $56,110-23.2% | $94,993-54.7% | $70,124-38.6% |
| Participation rate | 63.2% | 65.0%-1.8pp | 73.9%-10.7pp | 69.5%-6.4pp |
| Annual return | 17.72% | 51.02%-33.3pp | 27.14%-9.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,221 | $1,442-15.4% | $2,603-53.1% | $2,342-47.9% |
| Participant deferral / active EE | $2,217 | $2,391-7.3% | $3,317-33.2% | $3,332-33.5% |
| Admin fee / account holder | $420 | $3,456-87.8% | $4,960-91.5% | $4,645-91.0% |