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| Provider | Service type | Compensation |
|---|---|---|
MILESTONE CONSULTANTS1 year Filed as: MILESTONE CONSULTANTS INC. Service code 99 · EIN 47-2374701 | Other Fees | $6,170 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,240 | $58,888-47.0% | $178,499-82.5% | $73,493-57.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.40% | 24.86%-12.5pp | 151.10%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $747 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $959 | $2,568-62.6% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $20 | $400-94.9% | $13,986-99.9% | $513-96.0% |