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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $40,011 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $40,988 | $36,916+11.0% | $156,551-73.8% | $57,658-28.9% |
| Participation rate | 79.7% | 63.4%+16.3pp | 84.0%-4.3pp | 70.2%+9.5pp |
| Annual return | 5.92% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,480 | $1,571+57.9% | $5,501-54.9% | $1,974+25.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $39 | $82-52.9% | $13,028-99.7% | $95-58.9% |