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| Provider | Service type | Compensation |
|---|---|---|
SQUIRE PATTON BOGGS (US) LLP2 years Filed as: SQUIRE WEALTH ADVISORS Service code 27 · EIN 87-0343246 | Advisory (Plan) | $48,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,283 | $90,064-33.1% | $100,392-40.0% | $77,736-22.5% |
| Participation rate | 75.9% | 81.3%-5.4pp | 81.5%-5.6pp | 70.6%+5.4pp |
| Annual return | 22.51% | 20.61%+1.9pp | 49.45%-26.9pp | 31.26%-8.8pp |
| Employer contribution / active EE | $4,077 | $3,043+34.0% | $3,941+3.4% | $2,728+49.5% |
| Participant deferral / active EE | $8,400 | $8,282+1.4% | $8,090+3.8% | $4,651+80.6% |
| Admin fee / account holder | $255 | $172+48.0% | $7,904-96.8% | $433-41.2% |