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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB5+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $27,265 |
Annual investment return 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 | $186,627 | $75,419+147.5% | $392,568-52.5% | $67,584+176.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.1%+21.9pp | 71.3%+28.7pp |
| Annual return | 19.80% | 36.70%-16.9pp | 24.42%-4.6pp | 378.59%-358.8pp |
| Employer contribution / active EE | $4,152 | $2,636+57.5% | $3,783+9.8% | $2,148+93.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,540-100.0% |
| Admin fee / account holder | $41 | $114-63.9% | $6,260-99.3% | $142-71.1% |