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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $44,550 |
NATIONAL FINANCIAL SERVICES4+ 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 | $43,665 | $37,196+17.4% | $154,111-71.7% | $55,725-21.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -1.97% | 1319.68%-1321.6pp | 735.18%-737.2pp | 244.93%-246.9pp |
| Employer contribution / active EE | $3,902 | $1,614+141.8% | $5,298-26.3% | $2,078+87.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $43 | $102-57.8% | $13,411-99.7% | $115-62.8% |