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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $240 |
NTB ADVISERS INC1+ years Filed as: NTB ADVISERS INC. Service code 27 214 C SOUTH CEDROS AVE · SOLANA BEACH, CA 92075 | Advisory (Plan) | $0 |
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 | $90,127 | $54,320+65.9% | $67,652+33.2% | $52,331+72.2% |
| Participation rate | 72.6% | 73.6%-0.9pp | 75.7%-3.0pp | 68.1%+4.5pp |
| Annual return | -1.58% | 6.81%-8.4pp | 6625.40%-6627.0pp | 4.54%-6.1pp |
| Employer contribution / active EE | $520 | $1,544-66.3% | $2,266-77.1% | $1,882-72.4% |
| Participant deferral / active EE | $3,661 | $2,950+24.1% | $3,560+2.8% | $3,022+21.1% |
| Admin fee / account holder | $3 | $527-99.5% | $4,821-99.9% | $592-99.5% |