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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $62,259 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,203 |
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 | $68,381 | $59,191+15.5% | $76,767-10.9% | $56,289+21.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -8.13% | 6.62%-14.8pp | 2.43%-10.6pp | -9.96%+1.8pp |
| Employer contribution / active EE | $4,117 | $1,759+134.1% | $2,485+65.6% | $2,111+95.0% |
| Participant deferral / active EE | $4,095 | $3,255+25.8% | $3,852+6.3% | $3,350+22.2% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |