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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $41,396 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $45,196 | $46,173-2.1% | $170,435-73.5% | $69,631-35.1% |
| Participation rate | 80.1% | 63.9%+16.2pp | 83.6%-3.5pp | 70.7%+9.4pp |
| Annual return | 10.59% | 21.62%-11.0pp | 205.94%-195.4pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,663 | $1,610+65.4% | $5,432-51.0% | $2,032+31.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $41 | $116-65.0% | $13,881-99.7% | $110-63.2% |