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| Provider | Service type | Compensation |
|---|---|---|
MONATGE SECURITIES LLC4 years Service code 55 · EIN 27-2587292 | Other Commissions | $24,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,146 | $63,471+124.0% | $68,803+106.6% | $66,949+112.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -20.60% | -8.29%-12.3pp | -6.37%-14.2pp | 1.57%-22.2pp |
| Employer contribution / active EE | $1,497 | $1,776-15.7% | $2,656-43.6% | $2,545-41.2% |
| Participant deferral / active EE | $3,338 | $2,946+13.3% | $3,942-15.3% | $4,239-21.3% |
| Admin fee / account holder | $1 | $578-99.8% | $4,936-100.0% | $594-99.8% |