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| Provider | Service type | Compensation |
|---|---|---|
APRIEM ADVISORS1 year Service code 51 · EIN 33-0788030 | Investment Mgmt Fees | $81,807 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 20.34% | 12.99%+7.4pp | 8.22%+12.1pp | 16.32%+4.0pp |
| Employer contribution / active EE | $8,543 | $9,929-14.0% | $46,636-81.7% | $17,007-49.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |