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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 | $106,230-75.1% | $147,080-82.0% | $77,736-66.0% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 8.83% | 56.91%-48.1pp | 420.17%-411.3pp | 31.26%-22.4pp |
| Employer contribution / active EE | $7,050 | $4,072+73.1% | $4,933+42.9% | $2,728+158.4% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $338-94.7% | $12,989-99.9% | $433-95.9% |