Filed May 15, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $11,132 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,789 | $34,495-71.6% | $78,676-87.6% | $63,975-84.7% |
| Participation rate | 15.3% | 60.8%-45.5pp | 73.6%-58.3pp | 71.1%-55.8pp |
| Annual return | 6.37% | 11.62%-5.3pp | 62.19%-55.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,850-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $176 | $2,100-91.6% | $3,517-95.0% | $3,356-94.7% |
| Admin fee / account holder | $29 | $68-57.6% | $4,510-99.4% | $70-59.1% |