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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 | $96,731+100.3% | $123,973+56.3% | $86,983+122.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 25.29% | 17.33%+8.0pp | 388.13%-362.8pp | 25.83%-0.5pp |
| Employer contribution / active EE | $9,059 | $3,297+174.8% | $4,126+119.6% | $2,584+250.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $263 | $8,722-97.0% | $11,799-97.8% | $7,856-96.6% |