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| Provider | Service type | Compensation |
|---|---|---|
APW CAPITAL INC2 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKWAY, NJ 07866 | Other Commissions | $26,665 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,425 |
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 | $45,079 | $89,652-49.7% | $141,197-68.1% | $65,186-30.8% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 24.85% | 32.79%-7.9pp | 71.41%-46.6pp | 29.39%-4.5pp |
| Employer contribution / active EE | $3,187 | $3,065+4.0% | $4,736-32.7% | $2,177+46.4% |
| Participant deferral / active EE | $10,398 | $5,691+82.7% | $6,710+55.0% | $3,514+195.9% |
| Admin fee / account holder | $82 | $569-85.6% | $10,265-99.2% | $847-90.3% |