Filed September 6, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRAGG FINANCIAL ADVISORS1+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 · EIN 56-1790097 | Advisory (Plan) | $25,253 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,190 | $37,117-56.4% | $147,617-89.0% | $55,191-70.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -1.15% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,429 | $1,620+49.9% | $5,564-56.4% | $1,899+27.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $37 | $86-56.8% | $11,612-99.7% | $91-59.3% |