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| Provider | Service type | Compensation |
|---|---|---|
CURI WEALTH MANAGEMENT LLC4 years Filed as: CURI WEALTH MANAGEMENT Service code 99 · EIN 61-1764391 | Other Fees | $23,266 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC DBA PENTEGRA Service code 49 | Other Services | $14,460 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,731 | $50,812+80.5% | $155,602-41.0% | $77,692+18.1% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.5pp | 70.6%+25.1pp |
| Annual return | 16.86% | 34.85%-18.0pp | 64.81%-47.9pp | 31.25%-14.4pp |
| Employer contribution / active EE | $3,061 | $1,989+53.9% | $4,675-34.5% | $2,726+12.3% |
| Participant deferral / active EE | $3,849 | $2,822+36.4% | $5,629-31.6% | $4,648-17.2% |
| Admin fee / account holder | $61 | $436-86.0% | $15,923-99.6% | $431-85.8% |