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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $32,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,280 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,815 | $55,214-18.8% | $104,607-57.2% | $73,488-39.0% |
| Participation rate | 95.9% | 67.8%+28.0pp | 74.1%+21.8pp | 70.7%+25.2pp |
| Annual return | 7.49% | 24.79%-17.3pp | 340.46%-333.0pp | 28.51%-21.0pp |
| Employer contribution / active EE | $458 | $1,468-68.8% | $2,681-82.9% | $2,270-79.8% |
| Participant deferral / active EE | $4,992 | $2,925+70.7% | $3,740+33.5% | $3,740+33.5% |
| Admin fee / account holder | $235 | $424-44.4% | $6,473-96.4% | $513-54.1% |