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| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE1 year Filed as: SOUND CONSULTING SERVICES Service code 26 · EIN 71-1004774 | Advisory (Participants) | $20,093 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,541 | $59,402+0.2% | $93,654-36.4% | $74,546-20.1% |
| Participation rate | 96.2% | 59.7%+36.6pp | 68.7%+27.5pp | 67.2%+29.0pp |
| Annual return | 11.97% | 81.86%-69.9pp | 133.34%-121.4pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $5,694 | $1,265+350.2% | $2,421+135.2% | $2,624+116.9% |
| Participant deferral / active EE | $1,406 | $3,049-53.9% | $4,413-68.1% | $4,347-67.7% |
| Admin fee / account holder | $105 | $3,023-96.5% | $8,282-98.7% | $1,944-94.6% |