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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $66,809 |
CURCIO WEBB6 years Service code 16 · EIN 36-4171366 | Consulting | $6,484 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,174 | $99,201-19.2% | $96,544-17.0% | $74,473+7.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.21% | 22.40%-5.2pp | 25.88%-8.7pp | 34.36%-17.1pp |
| Employer contribution / active EE | $5,381 | $2,570+109.4% | $2,966+81.4% | $2,638+104.0% |
| Participant deferral / active EE | $6,449 | $4,938+30.6% | $4,851+32.9% | $4,530+42.4% |
| Admin fee / account holder | $75 | $225-66.5% | $8,254-99.1% | $347-78.3% |