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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,767 |
THE ETF STORE INC1 year Filed as: THE ETF STORE INC. Service code 26 · EIN 26-4480908 | Advisory (Participants) | $6,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $21,342 | $34,634-38.4% | $77,100-72.3% | $64,824-67.1% |
| Participation rate | 14.4% | 49.8%-35.4pp | 67.9%-53.5pp | 71.5%-57.0pp |
| Annual return | -14.25% | -5.31%-8.9pp | 42.35%-56.6pp | 32.84%-47.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $332 | $2,553-87.0% | $4,430-92.5% | $4,311-92.3% |
| Admin fee / account holder | $145 | $178-18.9% | $5,443-97.3% | $188-23.0% |