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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Direct paym... | $41,208 |
NATIONAL FINANCIAL SERVICES1+ 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 | $29,952 | $37,117-19.3% | $147,617-79.7% | $55,191-45.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 2.87% | 3.44%-0.6pp | 61.98%-59.1pp | 10.78%-7.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,962 | $1,985+149.9% | $4,895+1.4% | $3,046+62.9% |
| Admin fee / account holder | $98 | $86+14.1% | $11,612-99.2% | $91+7.6% |