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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 | $50,919+158.5% | $155,556-15.4% | $77,762+69.3% |
| Participation rate | 72.3% | 63.1%+9.2pp | 78.2%-5.9pp | 70.6%+1.7pp |
| Annual return | 14.61% | 34.84%-20.2pp | 64.84%-50.2pp | 31.27%-16.7pp |
| Employer contribution / active EE | $2,028 | $1,991+1.8% | $4,675-56.6% | $2,728-25.7% |
| Participant deferral / active EE | $4,114 | $2,824+45.7% | $5,631-26.9% | $4,651-11.5% |
| Admin fee / account holder | $249 | $437-42.9% | $15,885-98.4% | $433-42.4% |