Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
AVINA FINANCIAL GROUP INC.4 years Service code 99 · EIN 81-3666918 | Other Fees | $33,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,614 | $61,391-50.1% | $149,723-79.6% | $71,529-57.2% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 17.77% | 35.88%-18.1pp | 134.50%-116.7pp | 28.97%-11.2pp |
| Employer contribution / active EE | $4,403 | $2,384+84.7% | $4,821-8.7% | $2,590+70.0% |
| Participant deferral / active EE | $4,359 | $2,921+49.2% | $5,682-23.3% | $4,291+1.6% |
| Admin fee / account holder | $138 | $1,264-89.1% | $13,215-99.0% | $1,588-91.3% |