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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $150,043 |
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Annual investment return 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 | $0 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | -5.41% | 8.41%-13.8pp | 8.41%-13.8pp | 13.05%-18.5pp |
| Employer contribution / active EE | $6,106 | $45,693-86.6% | $41,333-85.2% | $37,664-83.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |