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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV5+ years Service code 55 · EIN 13-3749682 | Other Commissions | $40,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
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 | $161,702 | $58,895+174.6% | $178,503-9.4% | $73,497+120.0% |
| Participation rate | 85.3% | 66.2%+19.0pp | 81.9%+3.3pp | 70.7%+14.6pp |
| Annual return | 17.86% | 24.86%-7.0pp | 151.12%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $6,767 | $2,236+202.6% | $5,011+35.0% | $2,270+198.1% |
| Participant deferral / active EE | $4,873 | $2,567+89.9% | $5,202-6.3% | $3,740+30.3% |
| Admin fee / account holder | $6 | $400-98.5% | $13,987-100.0% | $513-98.8% |