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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Shareholder servic... | $81,577 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $125,799 | $75,419+66.8% | $392,568-68.0% | $67,579+86.2% |
| Participation rate | 84.4% | 74.8%+9.5pp | 78.1%+6.3pp | 71.3%+13.1pp |
| Annual return | 30.63% | 36.70%-6.1pp | 24.42%+6.2pp | 378.56%-347.9pp |
| Employer contribution / active EE | $3,233 | $2,636+22.7% | $3,783-14.5% | $2,148+50.5% |
| Participant deferral / active EE | $13,188 | $4,347+203.4% | $5,985+120.3% | $3,539+272.6% |
| Admin fee / account holder | $274 | $114+140.6% | $6,260-95.6% | $142+92.4% |