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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-0223620 | Recordkeeping | $17,279 |
TOROSO INVESTMENTS3+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $9,788 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,072 | $55,453-65.6% | $170,435-88.8% | $62,293-69.4% |
| Participation rate | 78.0% | 66.4%+11.6pp | 83.6%-5.6pp | 69.5%+8.5pp |
| Annual return | -3.63% | 21.38%-25.0pp | 205.94%-209.6pp | 28.90%-32.5pp |
| Employer contribution / active EE | $533 | $2,164-75.4% | $5,432-90.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,382 | $2,303-40.0% | $4,939-72.0% | $3,169-56.4% |
| Admin fee / account holder | $175 | $455-61.6% | $13,881-98.7% | $479-63.6% |