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| Provider | Service type | Compensation |
|---|---|---|
JOSHUA LAUREN & CO., INC.3+ years Service code 51 · EIN 22-2848003 | Investment Mgmt Fees | $45,450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,374 | $63,314-23.6% | $91,004-46.8% | $62,293-22.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.41% | 21.00%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,422 | $1,807-21.3% | $2,456-42.1% | $2,042-30.4% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $294 | $468-37.2% | $5,417-94.6% | $479-38.8% |