Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $45,424 |
NATIONAL FINANCIAL SERVICES6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,639 | $47,634-60.9% | $90,461-79.4% | $90,274-79.4% |
| Participation rate | 22.0% | 67.5%-45.5pp | 72.7%-50.7pp | 73.4%-51.4pp |
| Annual return | 17.58% | 19.61%-2.0pp | 1294.76%-1277.2pp | 53.97%-36.4pp |
| Employer contribution / active EE | $731 | $1,749-58.2% | $3,264-77.6% | $2,523-71.0% |
| Participant deferral / active EE | $321 | $2,824-88.6% | $3,964-91.9% | $4,231-92.4% |
| Admin fee / account holder | $52 | $106-50.5% | $5,617-99.1% | $114-54.0% |