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| Provider | Service type | Compensation |
|---|---|---|
AURORA PRIVATE WEALTH INC2 years Service code 27 · EIN 47-4814591 | Advisory (Plan) | $25,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,773 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,672 | $87,106+15.6% | $105,607-4.7% | $80,935+24.4% |
| Participation rate | 96.5% | 70.4%+26.1pp | 75.3%+21.2pp | 67.7%+28.8pp |
| Annual return | 13.34% | 17.01%-3.7pp | 116.11%-102.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $4,891 | $2,396+104.1% | $3,167+54.4% | $2,757+77.4% |
| Participant deferral / active EE | $11,120 | $3,986+179.0% | $5,011+121.9% | $4,299+158.6% |
| Admin fee / account holder | $141 | $8,447-98.3% | $10,958-98.7% | $6,924-98.0% |