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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 · EIN 71-0294708 86 BAKER AVE EXT · CONCORD, MA 01742 | Other Services | $18,295 |
Filed as: CAOMBRIDGE INVESTMENT RESEARCH INC. Service code 99 | Other Fees | $15,268 |
Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,431 | $55,446-10.8% | $155,574-68.2% | $74,429-33.6% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 27.93% | 269.20%-241.3pp | 64.87%-36.9pp | 1368.38%-1340.4pp |
| Employer contribution / active EE | $4,421 | $2,266+95.1% | $4,676-5.4% | $2,625+68.4% |
| Participant deferral / active EE | $10,163 | $2,836+258.4% | $5,629+80.5% | $4,348+133.7% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |