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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 | $59,456+0.1% | $93,669-36.4% | $74,429-20.0% |
| Participation rate | 96.2% | 59.6%+36.6pp | 68.7%+27.5pp | 67.2%+29.0pp |
| Annual return | 11.97% | 82.00%-70.0pp | 133.59%-121.6pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $5,694 | $1,266+349.8% | $2,424+134.9% | $2,625+116.9% |
| Participant deferral / active EE | $1,406 | $3,052-53.9% | $4,416-68.2% | $4,348-67.7% |
| Admin fee / account holder | $105 | $3,026-96.5% | $8,291-98.7% | $1,944-94.6% |