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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4+ years Service code 99 · EIN 27-3463733 | Other Fees | $63,374 |
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 | $158,917 | $66,319+139.6% | $93,621+69.7% | $65,185+143.8% |
| Participation rate | 98.0% | 74.0%+23.9pp | 75.8%+22.1pp | 70.2%+27.8pp |
| Annual return | 22.20% | 42.59%-20.4pp | 32.76%-10.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,443 | $2,013+170.4% | $2,719+100.2% | $2,177+150.1% |
| Participant deferral / active EE | $6,372 | $3,343+90.6% | $4,070+56.6% | $3,514+81.3% |
| Admin fee / account holder | $41 | $6,900-99.4% | $7,890-99.5% | $847-95.2% |