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| Provider | Service type | Compensation |
|---|---|---|
FIRST UNITED BANK & TRUST3 years Service code 28 · EIN 52-0312890 19 SOUTH SECOND STREET · OAKLAND, CA 21550 | Investment Management | $18,285 |
UNITED BROKERAGE SERVICES3 years Service code 28 · EIN 55-0742331 514 FRONTIER STREET · PARKERSBURG, WV 26101 | Investment Management | $3,971 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,752 | $93,345+107.6% | $119,126+62.6% | $87,485+121.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 25.29% | 19.08%+6.2pp | 282.11%-256.8pp | 26.06%-0.8pp |
| Employer contribution / active EE | $9,059 | $3,172+185.6% | $4,034+124.6% | $2,596+248.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $263 | $8,039-96.7% | $10,693-97.5% | $7,775-96.6% |