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| Provider | Service type | Compensation |
|---|---|---|
KILEY JUERGENS WEALTH MANAGEMENT6+ years Filed as: KILEY JUERGENS WEALTH MGMT LLC Service code 27 · EIN 27-1667598 | Advisory (Plan) | $153,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $101,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,469 | $89,465-29.1% | $165,100-61.6% | $77,762-18.4% |
| Participation rate | 90.3% | 78.6%+11.7pp | 78.6%+11.7pp | 70.6%+19.7pp |
| Annual return | 32.87% | 28.86%+4.0pp | 70.21%-37.3pp | 31.27%+1.6pp |
| Employer contribution / active EE | $2,327 | $2,565-9.3% | $4,348-46.5% | $2,728-14.7% |
| Participant deferral / active EE | $5,623 | $4,904+14.6% | $6,035-6.8% | $4,651+20.9% |
| Admin fee / account holder | $211 | $340-38.0% | $12,696-98.3% | $433-51.4% |