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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $15,999 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,085 | $56,551-71.6% | $185,854-91.3% | $86,828-81.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 31.53% | 118.23%-86.7pp | 122.12%-90.6pp | 97.95%-66.4pp |
| Employer contribution / active EE | $6,022 | $1,845+226.4% | $5,169+16.5% | $2,406+150.3% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $23 | $150-84.4% | $16,246-99.9% | $170-86.3% |