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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $32,828 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,780 | $69,305-62.8% | $82,312-68.7% | $69,631-63.0% |
| Participation rate | 97.0% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 15.84% | 21.47%-5.6pp | 25.88%-10.0pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,056 | $3,568-42.4% | $3,706-44.5% | $3,224-36.2% |
| Admin fee / account holder | $127 | $97+31.2% | $5,608-97.7% | $110+15.4% |