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| Provider | Service type | Compensation |
|---|---|---|
DYNAMIC WEALTH ADVISORS2 years Service code 27 · EIN 26-3945512 | Advisory (Plan) | $40,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,492 | $91,198-65.5% | $178,503-82.4% | $79,856-60.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.12% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,079 | $3,257-5.5% | $5,011-38.6% | $2,471+24.6% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $424 | $6,748-93.7% | $13,987-97.0% | $5,306-92.0% |