Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $21,308 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | 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 | $42,743 | $37,039+15.4% | $147,618-71.0% | $59,188-27.8% |
| Participation rate | 81.6% | 63.8%+17.8pp | 84.6%-3.0pp | 69.4%+12.2pp |
| Annual return | 0.60% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $6,500 | $1,353+380.5% | $5,564+16.8% | $2,098+209.8% |
| Participant deferral / active EE | $2,434 | $2,094+16.2% | $4,895-50.3% | $3,265-25.5% |
| Admin fee / account holder | $9 | $60-85.8% | $11,612-99.9% | $92-90.7% |