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| Provider | Service type | Compensation |
|---|---|---|
INSTINET2+ years Filed as: TOTAL INSTINET Service code 71 · EIN 13-4134098 | Brokerage Fees | $8,314 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,758 | $57,921+388.2% | $84,753+233.6% | $57,658+390.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.04% | 10.24%-1.2pp | 22.78%-13.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $15,983 | $2,598+515.1% | $3,574+347.1% | $1,974+709.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $130-99.4% | $5,333-100.0% | $95-99.1% |