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| Provider | Service type | Compensation |
|---|---|---|
HALLIDAY FINANCIAL LLC2 years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $127,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,170 | $71,142+38.0% | $119,622-17.9% | $64,819+51.5% |
| Participation rate | 95.9% | 78.6%+17.3pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | -17.28% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.1pp |
| Employer contribution / active EE | $1,953 | $2,497-21.8% | $4,232-53.9% | $2,507-22.1% |
| Participant deferral / active EE | $5,671 | $4,490+26.3% | $5,601+1.3% | $4,311+31.6% |
| Admin fee / account holder | $21 | $162-87.2% | $10,328-99.8% | $188-89.0% |