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| Provider | Service type | Compensation |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $24,267 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,514 | $79,181-52.6% | $102,423-63.4% | $74,429-49.6% |
| Participation rate | 71.6% | 74.8%-3.2pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 24.76% | 54.97%-30.2pp | 29.42%-4.7pp | 1368.38%-1343.6pp |
| Employer contribution / active EE | $2,079 | $2,362-12.0% | $3,023-31.2% | $2,625-20.8% |
| Participant deferral / active EE | $4,013 | $4,416-9.1% | $5,054-20.6% | $4,348-7.7% |
| Admin fee / account holder | $179 | $2,002-91.1% | $9,455-98.1% | $1,944-90.8% |