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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $32,773 |
MAZURSKY CONSTANTINE LLC1 year Filed as: MAZURSKY CONSTANTINE, LLC Service code 29 · EIN 27-3547321 | Legal | $5,146 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,044 | $65,118-37.0% | $76,768-46.5% | $55,727-26.3% |
| Participation rate | 80.8% | 79.6%+1.2pp | 77.0%+3.8pp | 70.9%+10.0pp |
| Annual return | -6.10% | -1.27%-4.8pp | 2.43%-8.5pp | 244.94%-251.0pp |
| Employer contribution / active EE | $1,402 | $1,941-27.8% | $2,485-43.6% | $2,078-32.6% |
| Participant deferral / active EE | $2,256 | $3,688-38.8% | $3,852-41.4% | $3,356-32.8% |
| Admin fee / account holder | $100 | $116-13.7% | $6,676-98.5% | $115-13.1% |