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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,013 |
CURAFIN ADVISORS1 year Filed as: CURAFIN ADVISORS, LLC Service code 99 · EIN 93-4102872 | Other Fees | $12,683 |
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,828 | $50,812-57.0% | $155,602-86.0% | $77,692-71.9% |
| Participation rate | 97.0% | 63.1%+33.8pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 17.90% | 34.85%-17.0pp | 64.81%-46.9pp | 31.25%-13.4pp |
| Employer contribution / active EE | $2,341 | $1,989+17.7% | $4,675-49.9% | $2,726-14.1% |
| Participant deferral / active EE | $5,160 | $2,822+82.8% | $5,629-8.3% | $4,648+11.0% |
| Admin fee / account holder | $188 | $436-56.9% | $15,923-98.8% | $431-56.3% |