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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 | $50,902-57.1% | $155,534-86.0% | $77,736-71.9% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.7pp | 70.6%+26.4pp |
| Annual return | 17.90% | 34.85%-16.9pp | 64.92%-47.0pp | 31.26%-13.4pp |
| Employer contribution / active EE | $2,341 | $1,991+17.6% | $4,675-49.9% | $2,728-14.2% |
| Participant deferral / active EE | $5,160 | $2,824+82.7% | $5,630-8.4% | $4,651+11.0% |
| Admin fee / account holder | $188 | $437-57.0% | $15,900-98.8% | $433-56.6% |