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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $59,244 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,967 | $56,095-46.6% | $178,503-83.2% | $90,274-66.8% |
| Participation rate | 86.5% | 65.6%+21.0pp | 81.9%+4.6pp | 73.4%+13.2pp |
| Annual return | 21.60% | 28.81%-7.2pp | 151.12%-129.5pp | 53.97%-32.4pp |
| Employer contribution / active EE | $1,036 | $1,572-34.1% | $5,011-79.3% | $2,523-59.0% |
| Participant deferral / active EE | $2,594 | $2,669-2.8% | $5,202-50.1% | $4,231-38.7% |
| Admin fee / account holder | $39 | $101-61.4% | $13,987-99.7% | $114-66.0% |