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| Provider | Service type | Compensation |
|---|---|---|
PERSONAL FINANCIAL PROFILES1+ years Service code 26 · EIN 65-0267591 | Advisory (Participants) | $40,550 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 26 · EIN 13-3089070 103 SPINNAKER LANE · JUPITER, FL 33477 | Advisory (Participants) | $13,633 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,199 | $46,360+109.7% | $147,617-34.2% | $52,331+85.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.10% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $5,817 | $2,126+173.6% | $5,564+4.5% | $1,882+209.1% |
| Participant deferral / active EE | $2,773 | $2,258+22.8% | $4,895-43.4% | $3,022-8.2% |
| Admin fee / account holder | $223 | $766-70.9% | $11,612-98.1% | $592-62.3% |