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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $50,719 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,530 | $75,183+45.7% | $123,894-11.6% | $55,167+98.5% |
| Participation rate | 89.9% | 72.8%+17.0pp | 81.4%+8.4pp | 69.0%+20.9pp |
| Annual return | 6.31% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,038 | $2,823+113.8% | $4,617+30.8% | $1,963+207.7% |
| Participant deferral / active EE | $7,467 | $5,084+46.9% | $5,984+24.8% | $3,054+144.5% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |