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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE1 year Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $64,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,678 |
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 | $40,734 | $78,419-48.1% | $133,978-69.6% | $73,412-44.5% |
| Participation rate | 97.9% | 78.6%+19.3pp | 79.8%+18.1pp | 72.2%+25.7pp |
| Annual return | 15.57% | 33.35%-17.8pp | 45.10%-29.5pp | 59.30%-43.7pp |
| Employer contribution / active EE | $1,079 | $2,044-47.2% | $3,919-72.5% | $2,234-51.7% |
| Participant deferral / active EE | $4,667 | $3,925+18.9% | $5,047-7.5% | $3,806+22.6% |
| Admin fee / account holder | $268 | $161+66.0% | $8,930-97.0% | $158+69.6% |