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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $68,040 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $117,359 | $73,102+60.5% | $123,553-5.0% | $56,289+108.5% |
| Participation rate | 91.2% | 74.3%+16.9pp | 82.3%+8.9pp | 69.9%+21.3pp |
| Annual return | -7.15% | 3.01%-10.2pp | 119.21%-126.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $5,841 | $2,977+96.2% | $4,628+26.2% | $2,111+176.7% |
| Participant deferral / active EE | $8,236 | $5,423+51.9% | $6,426+28.2% | $3,350+145.9% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |