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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $67,774 |
CURCIO WEBB4 years Service code 16 · EIN 36-4171366 | Consulting | $8,298 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,391 | $185,342-55.0% | $111,308-25.1% | $86,821-4.0% |
| Participation rate | 97.8% | 81.0%+16.8pp | 77.3%+20.5pp | 72.3%+25.5pp |
| Annual return | 13.00% | 500.80%-487.8pp | 54.67%-41.7pp | 97.94%-84.9pp |
| Employer contribution / active EE | $4,258 | $2,246+89.6% | $2,732+55.9% | $2,406+77.0% |
| Participant deferral / active EE | $4,865 | $4,458+9.1% | $4,487+8.4% | $4,132+17.8% |
| Admin fee / account holder | $84 | $255-67.1% | $7,965-98.9% | $170-50.5% |