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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $419 |
NTB ADVISERS INC1 year 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 | $90,963 | $60,165+51.2% | $74,184+22.6% | $55,167+64.9% |
| Participation rate | 75.2% | 74.2%+1.1pp | 76.6%-1.4pp | 69.0%+6.2pp |
| Annual return | 6.79% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $504 | $1,600-68.5% | $2,370-78.7% | $1,963-74.3% |
| Participant deferral / active EE | $3,863 | $2,973+29.9% | $3,550+8.8% | $3,054+26.5% |
| Admin fee / account holder | $5 | $419-98.9% | $5,586-99.9% | $504-99.1% |