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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE FOCUS GROUP ADVISORS LLC Service code 27 · EIN 47-1258840 | Advisory (Plan) | $45,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,559 |
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 | $51,213 | $73,102-29.9% | $123,552-58.5% | $56,287-9.0% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.2pp |
| Annual return | -5.46% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,715 | $2,977-42.4% | $4,628-62.9% | $2,111-18.7% |
| Participant deferral / active EE | $6,665 | $5,423+22.9% | $6,426+3.7% | $3,350+99.0% |
| Admin fee / account holder | $269 | $554-51.5% | $9,285-97.1% | $521-48.4% |