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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $19,484 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $54,007 | $50,637+6.7% | $86,582-37.6% | $62,293-13.3% |
| Participation rate | 88.6% | 67.9%+20.7pp | 73.5%+15.1pp | 69.5%+19.1pp |
| Annual return | 15.00% | 20.80%-5.8pp | 965.08%-950.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,564 | $2,075+23.6% | $2,839-9.7% | $2,042+25.6% |
| Participant deferral / active EE | $6,163 | $2,611+136.0% | $3,609+70.8% | $3,169+94.5% |
| Admin fee / account holder | $58 | $413-85.9% | $4,904-98.8% | $479-87.9% |