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| Provider | Service type | Compensation |
|---|---|---|
CARLO SIMONE III1 year Filed as: CARLO SANFILIPPO Service code 26 1099 MILWAUKEE STREET, SUITE 200 · ST. LOIUS, IL 63122 | Advisory (Participants) | $9,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,498 | $31,388-34.7% | $73,545-72.1% | $62,293-67.1% |
| Participation rate | 58.7% | 39.9%+18.8pp | 54.9%+3.7pp | 69.5%-10.9pp |
| Annual return | 17.70% | 25.34%-7.6pp | -15.16%+32.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $430 | $498-13.7% | $1,219-64.8% | $2,042-79.0% |
| Participant deferral / active EE | $665 | $1,028-35.3% | $1,806-63.2% | $3,169-79.0% |
| Admin fee / account holder | $39 | $299-86.9% | $2,320-98.3% | $479-91.8% |