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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB7+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $6,374 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,950 | $82,130+187.3% | $453,569-48.0% | $79,395+197.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 8.56% | 345.31%-336.8pp | 64.43%-55.9pp | 116.90%-108.3pp |
| Employer contribution / active EE | $4,244 | $2,659+59.6% | $4,072+4.2% | $2,428+74.8% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $531-97.6% | $11,214-99.9% | $626-97.9% |