Filed November 27, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $229,289 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,054 | $37,039+70.2% | $147,618-57.3% | $59,188+6.5% |
| Participation rate | 58.0% | 63.8%-5.8pp | 84.6%-26.6pp | 69.4%-11.4pp |
| Annual return | 0.44% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,223 | $1,353-9.6% | $5,564-78.0% | $2,098-41.7% |
| Participant deferral / active EE | $3,582 | $2,094+71.1% | $4,895-26.8% | $3,265+9.7% |
| Admin fee / account holder | $108 | $60+78.6% | $11,612-99.1% | $92+16.6% |