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| Provider | Service type | Compensation |
|---|---|---|
HEADWATERS WEALTH MANAGEMENT4 years Service code 28 401 W FRONT ST · BOISE, ID 83702 | Investment Management | $49,605 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -10.50% | -14.45%+4.0pp | -38.86%+28.4pp | 39.82%-50.3pp |
| Employer contribution / active EE | $9,167 | $14,058-34.8% | $37,752-75.7% | $19,980-54.1% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |