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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $34,965 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,867 | $37,213-62.7% | $156,551-91.1% | $63,975-78.3% |
| Participation rate | 80.2% | 65.0%+15.2pp | 84.0%-3.8pp | 71.1%+9.1pp |
| Annual return | 17.31% | 47.89%-30.6pp | 32.23%-14.9pp | 48.65%-31.3pp |
| Employer contribution / active EE | $366 | $1,357-73.0% | $5,501-93.3% | $2,182-83.2% |
| Participant deferral / active EE | $1,802 | $2,070-13.0% | $4,871-63.0% | $3,356-46.3% |
| Admin fee / account holder | $28 | $56-50.4% | $13,028-99.8% | $70-60.3% |