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| Provider | Service type | Compensation |
|---|---|---|
E.R.I.S.A., INC.2 years Filed as: E.R.I.S.A., INC Service code 99 · EIN 36-3180571 | Other Fees | $7,224 |
FRIEDMAN & ANSPACH2 years Filed as: FRIEDMAN LLP Service code 99 · EIN 13-1610809 | Other Fees | $0 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 | Other Fees | $0 |
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 | $64,424 | $78,419-17.8% | $133,978-51.9% | $73,412-12.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 15.68% | 33.35%-17.7pp | 45.10%-29.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $3,484 | $2,044+70.5% | $3,919-11.1% | $2,234+56.0% |
| Participant deferral / active EE | $4,991 | $3,925+27.1% | $5,047-1.1% | $3,806+31.1% |
| Admin fee / account holder | $267 | $161+65.7% | $8,930-97.0% | $158+69.3% |