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 | Recordkeeping and information managem... | $249,345 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,095 | $50,169+125.4% | $149,740-24.5% | $80,187+41.0% |
| Participation rate | 57.5% | 64.3%-6.8pp | 78.8%-21.3pp | 72.9%-15.5pp |
| Annual return | 20.02% | 29.82%-9.8pp | 134.51%-114.5pp | 40.40%-20.4pp |
| Employer contribution / active EE | $1,353 | $1,869-27.6% | $4,821-71.9% | $2,980-54.6% |
| Participant deferral / active EE | $4,890 | $3,194+53.1% | $5,683-14.0% | $5,016-2.5% |
| Admin fee / account holder | $96 | $153-37.2% | $13,222-99.3% | $145-33.9% |