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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV9+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $65,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,623 | $50,860+158.8% | $155,574-15.4% | $77,714+69.4% |
| Participation rate | 72.3% | 63.1%+9.2pp | 78.2%-5.9pp | 70.6%+1.7pp |
| Annual return | 14.61% | 34.86%-20.3pp | 64.87%-50.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,028 | $1,991+1.9% | $4,676-56.6% | $2,727-25.6% |
| Participant deferral / active EE | $4,114 | $2,825+45.7% | $5,629-26.9% | $4,649-11.5% |
| Admin fee / account holder | $249 | $436-42.9% | $15,914-98.4% | $433-42.5% |