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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $2,951 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,164 | $72,066-90.1% | $81,726-91.2% | $90,274-92.1% |
| Participation rate | 7.6% | 78.9%-71.3pp | 72.0%-64.4pp | 73.4%-65.7pp |
| Annual return | 13.32% | 15.92%-2.6pp | 29.49%-16.2pp | 53.97%-40.7pp |
| Employer contribution / active EE | $53 | $2,335-97.7% | $4,311-98.8% | $2,523-97.9% |
| Participant deferral / active EE | $76 | $3,557-97.9% | $7,108-98.9% | $4,231-98.2% |
| Admin fee / account holder | $21 | $92-77.4% | $5,160-99.6% | $114-81.7% |