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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 | $88,672+118.5% | $105,223+84.1% | $82,448+135.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.29% | 30.86%-5.6pp | 180.65%-155.4pp | 41.64%-16.4pp |
| Employer contribution / active EE | $9,059 | $3,048+197.2% | $3,689+145.6% | $2,551+255.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $263 | $7,146-96.3% | $8,859-97.0% | $7,234-96.4% |