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| Provider | Service type | Compensation |
|---|---|---|
HELIOS WEALTH ADVISORS LLC1+ years Service code 28 · EIN 20-2048593 | Investment Management | $28,705 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 9.72% | 10.02%-0.3pp | 35.15%-25.4pp | 9.89%-0.2pp |
| Employer contribution / active EE | $718 | $18,708-96.2% | $46,389-98.5% | $14,313-95.0% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |