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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY W LITTLE1 year Filed as: LITTLE BRADLEY W Service code 55 · EIN 40-8532864 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,834 | $61,166-23.4% | $185,837-74.8% | $79,393-41.0% |
| Participation rate | 98.6% | 66.6%+31.9pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 14.75% | 19.45%-4.7pp | 122.08%-107.3pp | 116.87%-102.1pp |
| Employer contribution / active EE | $2,400 | $2,321+3.4% | $5,168-53.6% | $2,428-1.2% |
| Participant deferral / active EE | $2,783 | $2,789-0.2% | $5,568-50.0% | $4,046-31.2% |
| Admin fee / account holder | $189 | $710-73.3% | $16,241-98.8% | $627-69.8% |