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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $44,037 |
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 | $190,979 | $38,365+397.8% | $84,628+125.7% | $65,185+193.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 21.28% | 32.00%-10.7pp | 258.80%-237.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $7,636 | $1,258+506.7% | $2,653+187.8% | $2,177+250.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $180 | $451-60.0% | $4,914-96.3% | $847-78.7% |