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| Provider | Service type | Compensation |
|---|---|---|
AVENUE ONE ADVISORS3 years Filed as: AVENUE 1 ADVISORS, LLC Service code 26 · EIN 83-1838623 | Advisory (Participants) | $47,586 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,048 | $56,540-53.9% | $185,849-86.0% | $86,821-70.0% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 26.75% | 118.20%-91.4pp | 122.10%-95.3pp | 97.94%-71.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,331 | $2,555+30.3% | $5,569-40.2% | $4,132-19.4% |
| Admin fee / account holder | $161 | $150+7.8% | $16,244-99.0% | $170-4.8% |