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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $15,833 |
NATIONAL FINANCIAL SERVICES8+ 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 | $86,719 | $51,226+69.3% | $82,706+4.9% | $66,930+29.6% |
| Participation rate | 78.6% | 67.9%+10.8pp | 72.6%+6.0pp | 69.8%+8.8pp |
| Annual return | -14.77% | -9.61%-5.2pp | 701.76%-716.5pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,875 | $2,612+10.0% | $3,007-4.4% | $2,545+13.0% |
| Participant deferral / active EE | $7,104 | $3,460+105.3% | $4,394+61.7% | $4,238+67.6% |
| Admin fee / account holder | $57 | $416-86.4% | $5,329-98.9% | $593-90.5% |