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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 16 | Consulting | $12,494 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,765 |
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 | $72,295 | $38,595+87.3% | $80,004-9.6% | $52,331+38.2% |
| Participation rate | 97.4% | 64.5%+32.9pp | 73.0%+24.4pp | 68.1%+29.3pp |
| Annual return | 1.65% | 2.04%-0.4pp | 7.63%-6.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $657 | $1,133-42.0% | $2,473-73.4% | $1,882-65.1% |
| Participant deferral / active EE | $2,225 | $2,318-4.0% | $3,204-30.5% | $3,022-26.4% |
| Admin fee / account holder | $13 | $304-95.7% | $5,033-99.7% | $592-97.8% |