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| Provider | Service type | Compensation |
|---|---|---|
ALTUS WEALTH MANAGEMENT, LLC1+ years Filed as: ALTUS HEALTH SYSTEM OPCO, LLC Service code 12 · EIN 20-0529591 | Direct payment from the plan; Float r... | $31,510 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,475 | $84,948-94.7% | $70,494-93.7% | $73,412-93.9% |
| Participation rate | 94.4% | 79.9%+14.4pp | 75.1%+19.3pp | 72.2%+22.2pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.16%-109.2pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,780 | $2,834-37.2% | $2,738-35.0% | $2,234-20.3% |
| Participant deferral / active EE | $1,917 | $3,387-43.4% | $3,711-48.4% | $3,806-49.6% |
| Admin fee / account holder | $84 | $98-14.6% | $3,848-97.8% | $158-46.9% |