Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $27,849 |
GATEWAY ADVISORY, LLC1 year Service code 16 · EIN 27-1678306 | Consulting | $26,084 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,866 | $50,637-25.2% | $86,581-56.3% | $62,293-39.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.73% | 20.80%-10.1pp | 965.06%-954.3pp | 28.90%-18.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,840-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $150 | $413-63.7% | $4,904-96.9% | $479-68.7% |