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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $23,085 |
NATIONAL FINANCIAL SERVICES4+ 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 | $48,929 | $44,873+9.0% | $79,466-38.4% | $56,287-13.1% |
| Participation rate | 87.3% | 68.7%+18.6pp | 73.3%+14.0pp | 69.9%+17.5pp |
| Annual return | -4.39% | 0.81%-5.2pp | 718.28%-722.7pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,545 | $2,140+18.9% | $2,800-9.1% | $2,111+20.6% |
| Participant deferral / active EE | $6,377 | $2,746+132.3% | $3,704+72.2% | $3,350+90.4% |
| Admin fee / account holder | $68 | $418-83.7% | $5,104-98.7% | $521-86.9% |