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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV8+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $55,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,132 | $47,180+135.5% | $149,723-25.8% | $74,473+49.2% |
| Participation rate | 76.7% | 63.4%+13.3pp | 78.8%-2.1pp | 70.7%+5.9pp |
| Annual return | 15.10% | 22.75%-7.6pp | 134.50%-119.4pp | 34.36%-19.3pp |
| Employer contribution / active EE | $5,530 | $1,907+190.0% | $4,821+14.7% | $2,638+109.6% |
| Participant deferral / active EE | $4,293 | $2,730+57.2% | $5,682-24.5% | $4,530-5.2% |
| Admin fee / account holder | $198 | $343-42.2% | $13,215-98.5% | $347-42.9% |