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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY SECURITIES INC1+ years Service code 55 · EIN 36-2957364 | Other Commissions | $3,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,661 | $84,499-35.3% | $125,391-56.4% | $66,949-18.4% |
| Participation rate | 91.3% | 76.4%+14.9pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $844 | $3,554-76.3% | $4,816-82.5% | $2,545-66.9% |
| Participant deferral / active EE | $4,006 | $6,785-41.0% | $7,448-46.2% | $4,239-5.5% |
| Admin fee / account holder | $3 | $685-99.6% | $10,009-100.0% | $594-99.6% |