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| Provider | Service type | Compensation |
|---|---|---|
CFD INVESTMENTS INC1+ years Service code 27 · EIN 35-1692812 | Advisory (Plan) | $36,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $55,002 | $41,317+33.1% | $85,969-36.0% | $55,191-0.3% |
| Participation rate | 75.5% | 54.5%+21.0pp | 76.5%-1.1pp | 69.2%+6.3pp |
| Annual return | -1.28% | 3.93%-5.2pp | 9.32%-10.6pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,731 | $1,198+44.6% | $3,474-50.2% | $1,899-8.8% |
| Participant deferral / active EE | $3,385 | $1,914+76.8% | $3,829-11.6% | $3,046+11.1% |
| Admin fee / account holder | $85 | $97-11.8% | $6,053-98.6% | $91-5.8% |