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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC4+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $14,111 |
Participant 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 | $49,039 | $73,102-32.9% | $123,549-60.3% | $56,287-12.9% |
| Participation rate | 76.1% | 74.3%+1.8pp | 82.3%-6.2pp | 69.9%+6.3pp |
| Annual return | -3.62% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $704 | $2,977-76.3% | $4,628-84.8% | $2,111-66.6% |
| Participant deferral / active EE | $1,948 | $5,423-64.1% | $6,426-69.7% | $3,350-41.8% |
| Admin fee / account holder | $129 | $554-76.7% | $9,284-98.6% | $521-75.2% |