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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $54,959 |
NATIONAL FINANCIAL SERVICES3+ 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 | $17,662 | $44,989-60.7% | $170,435-89.6% | $77,958-77.3% |
| Participation rate | 92.4% | 64.6%+27.8pp | 83.6%+8.8pp | 71.6%+20.7pp |
| Annual return | 20.23% | 19.61%+0.6pp | 205.94%-185.7pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1,169 | $1,466-20.2% | $5,432-78.5% | $2,310-49.4% |
| Participant deferral / active EE | $2,435 | $2,208+10.3% | $4,939-50.7% | $3,537-31.2% |
| Admin fee / account holder | $41 | $69-41.3% | $13,881-99.7% | $97-58.4% |