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| Provider | Service type | Compensation |
|---|---|---|
INVESTACORP9+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312 | Other Commissions | $50,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,572 | $75,058-6.0% | $152,301-53.7% | $64,340+9.7% |
| Participation rate | 73.6% | 60.9%+12.7pp | 82.4%-8.8pp | 55.2%+18.4pp |
| Annual return | 18.70% | 29.93%-11.2pp | 80.50%-61.8pp | 24.14%-5.4pp |
| Employer contribution / active EE | $3,483 | $2,605+33.7% | $4,624-24.7% | $1,862+87.1% |
| Participant deferral / active EE | $5,422 | $5,041+7.6% | $8,004-32.3% | $2,980+81.9% |
| Admin fee / account holder | $0 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |