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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 | $79,223-23.3% | $102,460-40.7% | $74,478-18.5% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.5pp |
| Annual return | 10.69% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $3,092 | $2,363+30.8% | $3,025+2.2% | $2,626+17.7% |
| Participant deferral / active EE | $3,855 | $4,417-12.7% | $5,056-23.8% | $4,350-11.4% |
| Admin fee / account holder | $206 | $2,003-89.7% | $9,460-97.8% | $1,946-89.4% |