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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 | $88,360-20.1% | $145,433-51.5% | $67,986+3.8% |
| Participation rate | 73.6% | 65.5%+8.2pp | 82.1%-8.5pp | 57.2%+16.4pp |
| Annual return | 18.70% | 63.15%-44.4pp | 66.58%-47.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $3,483 | $3,054+14.1% | $4,554-23.5% | $2,019+72.5% |
| Participant deferral / active EE | $5,422 | $5,932-8.6% | $7,897-31.3% | $3,358+61.5% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |