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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Ac... | $14,312 |
NATIONAL FINANCIAL SERVICES5+ 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 | $59,761 | $51,620+15.8% | $90,300-33.8% | $65,185-8.3% |
| Participation rate | 90.6% | 68.6%+21.9pp | 73.3%+17.3pp | 70.2%+20.4pp |
| Annual return | 23.44% | 24.94%-1.5pp | 78.11%-54.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,225 | $2,235-0.4% | $2,854-22.1% | $2,177+2.2% |
| Participant deferral / active EE | $6,296 | $2,871+119.3% | $3,884+62.1% | $3,514+79.2% |
| Admin fee / account holder | $42 | $384-89.1% | $5,353-99.2% | $847-95.0% |