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| Provider | Service type | Compensation |
|---|---|---|
M GROUP INVESTMENT ADVISOR4 years Service code 99 · EIN 45-3838296 | Other Fees | $24,170 |
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 | $36,131 | $60,128-39.9% | $90,440-60.1% | $79,852-54.8% |
| Participation rate | 93.6% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+24.0pp |
| Annual return | 14.15% | 71.95%-57.8pp | 1294.38%-1280.2pp | 31.72%-17.6pp |
| Employer contribution / active EE | $6,524 | $2,068+215.4% | $3,263+99.9% | $2,471+164.0% |
| Participant deferral / active EE | $1,636 | $2,939-44.3% | $3,964-58.7% | $3,740-56.3% |
| Admin fee / account holder | $102 | $3,977-97.4% | $5,615-98.2% | $5,306-98.1% |