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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $76,417 |
NATIONAL FINANCIAL SERVICES5+ 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 | $23,258 | $47,456-51.0% | $172,753-86.5% | $77,775-70.1% |
| Participation rate | 95.0% | 66.3%+28.8pp | 82.6%+12.4pp | 73.2%+21.8pp |
| Annual return | 25.36% | 35.57%-10.2pp | 803.00%-777.6pp | 32.58%-7.2pp |
| Employer contribution / active EE | $1,141 | $1,574-27.5% | $5,144-77.8% | $2,504-54.4% |
| Participant deferral / active EE | $2,617 | $2,560+2.2% | $5,198-49.7% | $3,966-34.0% |
| Admin fee / account holder | $53 | $81-34.8% | $13,956-99.6% | $100-47.3% |