Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $31,113 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $48,036 | $37,213+29.1% | $156,551-69.3% | $63,975-24.9% |
| Participation rate | 99.6% | 65.0%+34.6pp | 84.0%+15.6pp | 71.1%+28.5pp |
| Annual return | 11.03% | 47.89%-36.9pp | 32.23%-21.2pp | 48.65%-37.6pp |
| Employer contribution / active EE | $4,545 | $1,357+235.0% | $5,501-17.4% | $2,182+108.3% |
| Participant deferral / active EE | $3,434 | $2,070+65.9% | $4,871-29.5% | $3,356+2.3% |
| Admin fee / account holder | $35 | $56-37.5% | $13,028-99.7% | $70-50.0% |