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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $80,172 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,077 | $45,000-44.3% | $143,797-82.6% | $77,906-67.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.35% | 29.03%-43.4pp | -0.04%-14.3pp | 12.16%-26.5pp |
| Employer contribution / active EE | $1,296 | $1,870-30.7% | $4,952-73.8% | $2,846-54.5% |
| Participant deferral / active EE | $3,224 | $3,157+2.1% | $5,638-42.8% | $4,805-32.9% |
| Admin fee / account holder | $35 | $98-64.9% | $14,679-99.8% | $133-73.9% |