Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL BENEFIT Service code 49 · EIN 46-4984194 | Other Services | $12,850 |
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 | $13,156 | $56,095-76.5% | $178,503-92.6% | $90,274-85.4% |
| Participation rate | 77.6% | 65.6%+12.0pp | 81.9%-4.4pp | 73.4%+4.2pp |
| Annual return | 15.83% | 28.81%-13.0pp | 151.12%-135.3pp | 53.97%-38.1pp |
| Employer contribution / active EE | $869 | $1,572-44.7% | $5,011-82.7% | $2,523-65.6% |
| Participant deferral / active EE | $738 | $2,669-72.4% | $5,202-85.8% | $4,231-82.6% |
| Admin fee / account holder | $30 | $101-70.4% | $13,987-99.8% | $114-73.9% |