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| Provider | Service type | Compensation |
|---|---|---|
HEADWATERS WEALTH MANAGEMENT5 years Service code 28 401 W FRONT ST · BOISE, ID 83702 | Investment Management | $56,570 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 10.12% | 9.92%+0.2pp | 32.33%-22.2pp | 22.81%-12.7pp |
| Employer contribution / active EE | $13,356 | $16,139-17.2% | $33,960-60.7% | $18,290-27.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |