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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $14,457 |
NATIONAL FINANCIAL SERVICES6+ 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 | $68,439 | $66,124+3.5% | $90,440-24.3% | $73,493-6.9% |
| Participation rate | 86.7% | 69.7%+17.0pp | 72.7%+14.0pp | 70.7%+16.0pp |
| Annual return | 16.53% | 17.65%-1.1pp | 1294.38%-1277.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,894 | $2,346-19.3% | $3,263-42.0% | $2,270-16.6% |
| Participant deferral / active EE | $6,209 | $3,039+104.3% | $3,964+56.6% | $3,740+66.0% |
| Admin fee / account holder | $41 | $396-89.6% | $5,615-99.3% | $513-92.0% |