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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV4+ years Service code 55 · EIN 13-3749682 | Other Commissions | $37,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,477 |
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 | $141,370 | $52,967+166.9% | $172,753-18.2% | $65,186+116.9% |
| Participation rate | 87.3% | 66.2%+21.1pp | 82.6%+4.7pp | 70.2%+17.1pp |
| Annual return | 24.65% | 30.12%-5.5pp | 803.00%-778.3pp | 29.39%-4.7pp |
| Employer contribution / active EE | $5,283 | $2,190+141.2% | $5,144+2.7% | $2,177+142.7% |
| Participant deferral / active EE | $3,702 | $2,471+49.8% | $5,198-28.8% | $3,514+5.3% |
| Admin fee / account holder | $9 | $472-98.2% | $13,956-99.9% | $847-99.0% |