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| Provider | Service type | Compensation |
|---|---|---|
HELIOS WEALTH ADVISORS LLC2+ years Service code 28 · EIN 20-2048593 | Investment Management | $32,608 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 9.24% | 7.78%+1.5pp | 8.04%+1.2pp | 8.21%+1.0pp |
| Employer contribution / active EE | $8,502 | $18,545-54.2% | $42,693-80.1% | $13,841-38.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |