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| Provider | Service type | Compensation |
|---|---|---|
KRILOGY FINANCIAL LLC1 year Service code 27 | Advisory (Plan) | $46,706 |
HUNTLEIGH SECURITIES CORP2 years Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1911686 | Advisory (Plan) | $18,871 |
PENSION AND RETIREMENT SERVICES10+ years Service code 13 · EIN 87-3354137 | Contract Administrator | $1,295 |
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 | $60,726 | $79,181-23.3% | $102,423-40.7% | $74,429-18.4% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.5pp |
| Annual return | 10.69% | 54.97%-44.3pp | 29.42%-18.7pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $3,092 | $2,362+30.9% | $3,023+2.3% | $2,625+17.8% |
| Participant deferral / active EE | $3,855 | $4,416-12.7% | $5,054-23.7% | $4,348-11.3% |
| Admin fee / account holder | $206 | $2,002-89.7% | $9,455-97.8% | $1,944-89.4% |