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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $38,992 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,489 | $52,149-22.4% | $122,354-66.9% | $77,958-48.1% |
| Participation rate | 23.5% | 58.6%-35.1pp | 71.6%-48.2pp | 71.6%-48.2pp |
| Annual return | 18.03% | 17.75%+0.3pp | 30.28%-12.3pp | 20.87%-2.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,051-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,709 | $2,114-19.2% | $3,287-48.0% | $3,537-51.7% |
| Admin fee / account holder | $87 | $93-6.6% | $5,479-98.4% | $97-10.6% |