Filed December 30, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIGELOW INVESTMENT ADVISORS1+ years Service code 28 · EIN 20-8676315 | Investment Management | $61,630 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 7.64% | 5.68%+2.0pp | 4.74%+2.9pp | 4.56%+3.1pp |
| Employer contribution / active EE | $3,022 | $16,243-81.4% | $36,089-91.6% | $15,526-80.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |