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| Provider | Service type | Compensation |
|---|---|---|
INFINEX INVESTMENTS INC6+ years Service code 55 · EIN 06-1367288 | Other Commissions | $30,117 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Employer contribution per participant 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 | $69,048 | $69,383-0.5% | $101,264-31.8% | $73,493-6.0% |
| Participation rate | 83.8% | 68.4%+15.4pp | 75.8%+8.0pp | 70.7%+13.1pp |
| Annual return | 18.34% | 18.46%-0.1pp | 46.48%-28.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $363 | $2,628-86.2% | $3,660-90.1% | $2,270-84.0% |
| Participant deferral / active EE | $3,870 | $3,301+17.2% | $4,370-11.5% | $3,740+3.5% |
| Admin fee / account holder | $1 | $704-99.8% | $5,947-100.0% | $513-99.8% |