Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARY ELLEN GORDON1 year Service code 55 · EIN 15-5522038 | Other Commissions | $28,619 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,073 | $120,057+27.5% | $75,696+102.2% | $93,030+64.5% |
| Participation rate | 89.3% | 77.3%+12.0pp | 74.8%+14.5pp | 73.9%+15.4pp |
| Annual return | 12.50% | 19.62%-7.1pp | 104.53%-92.0pp | 158.70%-146.2pp |
| Employer contribution / active EE | $3,275 | $3,253+0.7% | $2,743+19.4% | $2,706+21.1% |
| Participant deferral / active EE | $3,212 | $4,089-21.5% | $3,821-16.0% | $4,562-29.6% |
| Admin fee / account holder | $83 | $81+1.6% | $3,619-97.7% | $152-45.4% |