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| Provider | Service type | Compensation |
|---|---|---|
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 26 · EIN 20-4773945 | Advisory (Participants) | $13,193 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 26 · EIN 74-3257877 | Advisory (Participants) | $8,919 |
IFG ADVISORS, LLC3 years Filed as: IFG ADVISORS LLC Service code 26 · EIN 43-1649208 | Advisory (Participants) | $8,639 |
Service code 26 · EIN 56-2641678 | Advisory (Participants) | $7,382 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 26 · EIN 41-1483314 | Advisory (Participants) | $6,264 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 26 · EIN 20-1903821 | Advisory (Participants) | $5,333 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,411 | $55,446+806.1% | $155,574+222.9% | $74,429+575.0% |
| Participation rate | 83.4% | 61.9%+21.5pp | 78.2%+5.2pp | 67.2%+16.2pp |
| Annual return | 22.39% | 269.20%-246.8pp | 64.87%-42.5pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $15,881 | $2,266+600.8% | $4,676+239.6% | $2,625+505.0% |
| Participant deferral / active EE | $14,416 | $2,836+408.3% | $5,629+156.1% | $4,348+231.5% |
| Admin fee / account holder | $278 | $1,743-84.1% | $15,914-98.3% | $1,944-85.7% |