Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $59,447 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $1,723,788-100.0% | $413,253-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 40.8%-40.8pp | 1.9%-1.9pp |
| Annual return | 11.04% | 23.90%-12.9pp | 8.55%+2.5pp | 23.90%-12.9pp |
| Employer contribution / active EE | $1,269 | $16,539-92.3% | $55,494-97.7% | $16,539-92.3% |
| Participant deferral / active EE | $0 | $350-100.0% | $122-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $160,808-100.0% | $18,975-100.0% |