Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $88,548 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,367 | $47,766+254.6% | $82,744+104.7% | $64,819+161.3% |
| Participation rate | 89.9% | 67.7%+22.2pp | 72.6%+17.4pp | 71.5%+18.4pp |
| Annual return | -16.83% | -13.06%-3.8pp | 702.22%-719.1pp | 32.84%-49.7pp |
| Employer contribution / active EE | $14,245 | $2,182+553.0% | $3,008+373.6% | $2,507+468.2% |
| Participant deferral / active EE | $7,293 | $3,332+118.9% | $4,395+66.0% | $4,311+69.2% |
| Admin fee / account holder | $80 | $143-43.8% | $5,325-98.5% | $188-57.2% |