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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $20,789 |
NATIONAL FINANCIAL SERVICES2+ 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 | $32,558 | $36,916-11.8% | $156,551-79.2% | $57,658-43.5% |
| Participation rate | 80.1% | 63.4%+16.7pp | 84.0%-3.9pp | 70.2%+9.9pp |
| Annual return | 5.10% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,431 | $1,926+26.3% | $4,871-50.1% | $3,061-20.6% |
| Admin fee / account holder | $18 | $82-78.4% | $13,028-99.9% | $95-81.2% |