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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV3+ years Service code 55 · EIN 13-3749682 | Other Commissions | $34,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
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 | $132,368 | $47,977+175.9% | $154,108-14.1% | $56,289+135.2% |
| Participation rate | 82.4% | 66.2%+16.2pp | 83.0%-0.6pp | 69.9%+12.5pp |
| Annual return | -6.35% | 3.54%-9.9pp | 735.21%-741.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $5,947 | $2,169+174.2% | $5,298+12.3% | $2,111+181.7% |
| Participant deferral / active EE | $4,301 | $2,392+79.8% | $5,081-15.3% | $3,350+28.4% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |