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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEIF CLARKE WEALTH MANAGEMENT INC. Service code 27 2165 CARTER AVE · ASHLAND, KY 41101 | Advisory (Plan) | $25,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,950 |
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 | $39,059 | $75,832-48.5% | $147,617-73.5% | $59,633-34.5% |
| Participation rate | 91.8% | 71.6%+20.2pp | 84.6%+7.1pp | 68.7%+23.1pp |
| Annual return | -0.54% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,646 | $3,485-24.1% | $5,564-52.5% | $2,203+20.1% |
| Participant deferral / active EE | $2,767 | $3,131-11.6% | $4,895-43.5% | $3,192-13.3% |
| Admin fee / account holder | $283 | $5,986-95.3% | $11,612-97.6% | $4,297-93.4% |