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| Provider | Service type | Compensation |
|---|---|---|
CFD INVESTMENTS INC3+ years Service code 27 · EIN 35-1692812 | Advisory (Plan) | $45,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,825 |
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 | $62,155 | $54,390+14.3% | $117,039-46.9% | $69,631-10.7% |
| Participation rate | 81.4% | 58.5%+22.9pp | 77.2%+4.3pp | 70.7%+10.8pp |
| Annual return | 17.18% | 18.33%-1.2pp | 18.95%-1.8pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,946 | $1,357+43.5% | $3,785-48.6% | $2,032-4.2% |
| Participant deferral / active EE | $3,810 | $2,076+83.6% | $3,929-3.0% | $3,224+18.2% |
| Admin fee / account holder | $75 | $98-23.0% | $5,974-98.7% | $110-31.9% |