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| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS1+ years Service code 27 4007 E PARADISE FALLS · TUCSON, AZ 85712 | Advisory (Plan) | $93,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,844 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,364 | $37,117+256.6% | $147,617-10.3% | $55,191+139.8% |
| Participation rate | 90.9% | 63.6%+27.3pp | 84.6%+6.3pp | 69.2%+21.7pp |
| Annual return | -1.42% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $6,936 | $1,620+328.0% | $5,564+24.6% | $1,899+265.3% |
| Participant deferral / active EE | $5,259 | $1,985+164.9% | $4,895+7.4% | $3,046+72.6% |
| Admin fee / account holder | $116 | $86+35.6% | $11,612-99.0% | $91+27.8% |