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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $82,979 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,045 | $50,150-46.1% | $149,723-81.9% | $80,169-66.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 18.65% | 29.80%-11.1pp | 134.50%-115.8pp | 40.39%-21.7pp |
| Employer contribution / active EE | $1,567 | $1,868-16.2% | $4,821-67.5% | $2,978-47.4% |
| Participant deferral / active EE | $3,706 | $3,195+16.0% | $5,682-34.8% | $5,016-26.1% |
| Admin fee / account holder | $33 | $153-78.4% | $13,215-99.7% | $145-77.2% |