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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $14,712 |
ACCEL WEALTH MANAGEMENT2 years Filed as: ACCEL WEALTH MANAGEMENT LLC Service code 27 · EIN 47-2112548 | Advisory (Plan) | $14,173 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,279 | $79,700-43.2% | $153,432-70.5% | $74,546-39.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.13% | 15.07%+1.1pp | 15.66%+0.5pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $2,731 | $4,016-32.0% | $5,038-45.8% | $2,624+4.1% |
| Participant deferral / active EE | $4,046 | $5,315-23.9% | $6,757-40.1% | $4,347-6.9% |
| Admin fee / account holder | $214 | $1,790-88.1% | $12,725-98.3% | $1,944-89.0% |