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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,181 |
Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $16,042 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,279 | $79,209-49.1% | $102,434-60.7% | $74,459-45.9% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 14.27% | 54.98%-40.7pp | 29.46%-15.2pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,959 | $2,362-17.1% | $3,023-35.2% | $2,626-25.4% |
| Participant deferral / active EE | $4,072 | $4,417-7.8% | $5,055-19.4% | $4,350-6.4% |
| Admin fee / account holder | $178 | $2,002-91.1% | $9,462-98.1% | $1,945-90.8% |