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| Provider | Service type | Compensation |
|---|---|---|
STEVEN M. THAGARD2 years Service code 26 · EIN 59-3206994 | Advisory (Participants) | $9,284 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,799 | $82,979+290.2% | $102,383+216.3% | $77,714+316.7% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 51.14% | 19.11%+32.0pp | 24.94%+26.2pp | 31.26%+19.9pp |
| Employer contribution / active EE | $12,382 | $3,554+248.4% | $3,870+219.9% | $2,727+354.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $24 | $639-96.3% | $8,391-99.7% | $433-94.5% |