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 | Finders' fees / placement fees; Float... | $390 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $98,182 | $48,076+104.2% | $78,690+24.8% | $62,891+56.1% |
| Participation rate | 92.0% | 65.2%+26.7pp | 73.6%+18.4pp | 69.3%+22.6pp |
| Annual return | 7.26% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $11,044 | $2,015+448.2% | $2,851+287.4% | $2,281+384.2% |
| Participant deferral / active EE | $6,726 | $2,588+159.9% | $3,517+91.2% | $3,203+110.0% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,511-99.9% | $4,296-99.9% |