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| Provider | Service type | Compensation |
|---|---|---|
CFD INVESTMENTS INC2+ years Service code 27 · EIN 35-1692812 | Advisory (Plan) | $45,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,425 |
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 | $50,832 | $46,761+8.7% | $106,619-52.3% | $57,658-11.8% |
| Participation rate | 80.1% | 56.9%+23.3pp | 78.0%+2.1pp | 70.2%+9.9pp |
| Annual return | 31.80% | 15.77%+16.0pp | 9.42%+22.4pp | 5.13%+26.7pp |
| Employer contribution / active EE | $1,698 | $1,274+33.3% | $3,947-57.0% | $1,974-14.0% |
| Participant deferral / active EE | $3,332 | $1,954+70.5% | $3,930-15.2% | $3,061+8.9% |
| Admin fee / account holder | $72 | $97-25.3% | $6,418-98.9% | $95-23.5% |