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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 | $89,435-29.0% | $164,975-61.5% | $77,714-18.3% |
| Participation rate | 90.3% | 78.6%+11.7pp | 78.6%+11.7pp | 70.6%+19.7pp |
| Annual return | 32.87% | 28.82%+4.0pp | 70.12%-37.3pp | 31.26%+1.6pp |
| Employer contribution / active EE | $2,327 | $2,563-9.2% | $4,343-46.4% | $2,727-14.6% |
| Participant deferral / active EE | $5,623 | $4,901+14.7% | $6,033-6.8% | $4,649+20.9% |
| Admin fee / account holder | $211 | $340-38.0% | $12,688-98.3% | $433-51.4% |