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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Claims processing... | $25,812 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $32,998 | $37,196-11.3% | $154,108-78.6% | $55,725-40.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 0.57% | 1319.68%-1319.1pp | 735.21%-734.6pp | 244.93%-244.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,077 | $2,068+48.8% | $5,081-39.4% | $3,356-8.3% |
| Admin fee / account holder | $21 | $102-79.0% | $13,411-99.8% | $115-81.5% |