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| Provider | Service type | Compensation |
|---|---|---|
REGULUS ADVISORS, LLC1 year Service code 55 | Other Commissions | $17,643 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,108 | $52,967-33.7% | $172,757-79.7% | $65,188-46.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.97% | 30.12%-11.2pp | 803.06%-784.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $472-99.9% | $13,956-100.0% | $847-99.9% |