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| Provider | Service type | Compensation |
|---|---|---|
KEEL POINT CAPITAL LLC1 year Service code 55 · EIN 42-1607342 | Other Commissions | $31,042 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,667 | $75,183-53.9% | $123,894-72.0% | $55,167-37.2% |
| Participation rate | 81.8% | 72.8%+8.9pp | 81.4%+0.3pp | 69.0%+12.8pp |
| Annual return | 5.37% | 19.01%-13.6pp | 47.52%-42.1pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,957 | $2,823-30.7% | $4,617-57.6% | $1,963-0.3% |
| Participant deferral / active EE | $3,948 | $5,084-22.4% | $5,984-34.0% | $3,054+29.3% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |