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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $69,456 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $70,395 | $73,404-4.1% | $87,103-19.2% | $67,582+4.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 23.28% | 48.29%-25.0pp | 28.19%-4.9pp | 378.57%-355.3pp |
| Employer contribution / active EE | $5,652 | $2,014+180.6% | $2,521+124.1% | $2,148+163.1% |
| Participant deferral / active EE | $4,273 | $3,913+9.2% | $4,049+5.5% | $3,539+20.7% |
| Admin fee / account holder | $78 | $142-44.8% | $7,491-99.0% | $142-45.1% |