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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $76,674 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,355 | $67,512-52.1% | $185,851-82.6% | $93,010-65.2% |
| Participation rate | 61.3% | 67.1%-5.8pp | 81.7%-20.4pp | 73.9%-12.6pp |
| Annual return | 16.92% | 21.04%-4.1pp | 122.11%-105.2pp | 158.70%-141.8pp |
| Employer contribution / active EE | $693 | $1,783-61.1% | $5,168-86.6% | $2,705-74.4% |
| Participant deferral / active EE | $1,882 | $3,035-38.0% | $5,569-66.2% | $4,561-58.7% |
| Admin fee / account holder | $41 | $318-87.1% | $16,245-99.7% | $152-73.0% |