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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 | Other Fees | $88,616 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,715 | $62,267-5.7% | $110,243-46.7% | $55,725+5.4% |
| Participation rate | 88.6% | 78.1%+10.5pp | 79.8%+8.8pp | 70.9%+17.8pp |
| Annual return | -4.22% | -1.07%-3.1pp | 314.76%-319.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,057 | $1,941+57.5% | $3,827-20.1% | $2,078+47.1% |
| Participant deferral / active EE | $3,943 | $3,516+12.2% | $4,672-15.6% | $3,356+17.5% |
| Admin fee / account holder | $224 | $121+85.6% | $8,548-97.4% | $115+94.8% |