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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB6+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $19,722 |
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 | $219,439 | $73,823+197.2% | $379,746-42.2% | $73,501+198.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 16.76% | 29.06%-12.3pp | 34.90%-18.1pp | 28.51%-11.8pp |
| Employer contribution / active EE | $4,226 | $2,472+70.9% | $3,540+19.4% | $2,270+86.1% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $31 | $607-94.9% | $7,927-99.6% | $513-94.0% |