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| Provider | Service type | Compensation |
|---|---|---|
TUCKER ARENSBERG1 year Filed as: TUCKER ASSET MANAGEMENT Service code 28 · EIN 47-2909656 | Investment Management | $5,682 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,469 | $106,110-75.1% | $147,005-82.0% | $77,671-65.9% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 8.83% | 56.77%-47.9pp | 418.76%-409.9pp | 31.21%-22.4pp |
| Employer contribution / active EE | $7,050 | $4,065+73.4% | $4,934+42.9% | $2,726+158.6% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $18 | $338-94.7% | $13,006-99.9% | $430-95.9% |