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| Provider | Service type | Compensation |
|---|---|---|
HALLIDAY FINANCIAL LLC3 years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $125,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,188 | $91,372+26.1% | $130,045-11.4% | $74,460+54.7% |
| Participation rate | 94.9% | 77.8%+17.1pp | 78.5%+16.4pp | 70.7%+24.2pp |
| Annual return | 17.16% | 23.21%-6.0pp | -137.30%+154.5pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,861 | $2,563-27.4% | $4,321-56.9% | $2,638-29.5% |
| Participant deferral / active EE | $5,959 | $4,721+26.2% | $5,820+2.4% | $4,530+31.6% |
| Admin fee / account holder | $22 | $283-92.1% | $10,600-99.8% | $348-93.5% |