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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 21 · EIN 04-3523567 | Bank Trustee | $114,004 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON LIFE INSURANCE Service code 23 · EIN 38-1659835 | Insurance services | $30,811 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -6.72% | -4.17%-2.6pp | -61.72%+55.0pp | 10.56%-17.3pp |
| Employer contribution / active EE | $8,628 | $16,396-47.4% | $47,703-81.9% | $13,643-36.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |