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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 | $50,820+159.0% | $155,567-15.4% | $77,671+69.5% |
| Participation rate | 72.3% | 63.1%+9.1pp | 78.2%-5.9pp | 70.6%+1.7pp |
| Annual return | 14.61% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $2,028 | $1,993+1.8% | $4,674-56.6% | $2,726-25.6% |
| Participant deferral / active EE | $4,114 | $2,823+45.7% | $5,628-26.9% | $4,648-11.5% |
| Admin fee / account holder | $249 | $436-42.8% | $15,916-98.4% | $430-42.1% |