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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Direct p... | $73,612 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $18,070 | $45,382-60.2% | $154,108-88.3% | $75,289-76.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -6.04% | -0.47%-5.6pp | 735.21%-741.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,190 | $1,533-22.3% | $5,298-77.5% | $2,405-50.5% |
| Participant deferral / active EE | $2,648 | $2,384+11.1% | $5,081-47.9% | $3,739-29.2% |
| Admin fee / account holder | $48 | $89-45.8% | $13,411-99.6% | $102-52.7% |