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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LYNX INVESTMENT ADVISORY LLC Service code 26 · EIN 52-2237955 1100 CONNECTICUT AVENUE - SUITE 300 · WASHINGTON DC, DC 20036 | Advisory (Participants) | $5,553 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,118 | $47,977-78.9% | $154,111-93.4% | $56,287-82.0% |
| Participation rate | 97.8% | 66.2%+31.7pp | 83.0%+14.8pp | 69.9%+28.0pp |
| Annual return | -44.15% | 3.54%-47.7pp | 735.18%-779.3pp | -9.96%-34.2pp |
| Employer contribution / active EE | $3,188 | $2,169+47.0% | $5,298-39.8% | $2,111+51.0% |
| Participant deferral / active EE | $3,095 | $2,392+29.4% | $5,081-39.1% | $3,350-7.6% |
| Admin fee / account holder | $9 | $438-98.1% | $13,411-99.9% | $521-98.4% |