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| Provider | Service type | Compensation |
|---|---|---|
RYAN WEALTH MANAGEMENT4 years Service code 27 · EIN 20-3860544 | Advisory (Plan) | $31,115 |
LORING WARD4 years Service code 27 · EIN 95-4699121 | Advisory (Plan) | $15,506 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,946 | $65,185-43.3% | $61,048-39.5% | $65,185-43.3% |
| Participation rate | 93.1% | 70.2%+22.9pp | 79.3%+13.8pp | 70.2%+22.9pp |
| Annual return | 15.67% | 29.38%-13.7pp | 26.18%-10.5pp | 29.38%-13.7pp |
| Employer contribution / active EE | $2,394 | $2,177+10.0% | $3,716-35.6% | $2,177+10.0% |
| Participant deferral / active EE | $4,294 | $3,514+22.2% | $4,470-3.9% | $3,514+22.2% |
| Admin fee / account holder | $213 | $847-74.9% | $3,728-94.3% | $847-74.9% |