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| Provider | Service type | Compensation |
|---|---|---|
HEADWATERS WEALTH MANAGEMENT6 years Service code 28 401 W FRONT ST · BOISE, ID 83702 | Investment Management | $59,589 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 9.16% | 7.03%+2.1pp | 9.82%-0.7pp | 7.65%+1.5pp |
| Employer contribution / active EE | $10,244 | $15,106-32.2% | $30,322-66.2% | $20,582-50.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |