Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Distribution (12b-1) f... | $52,426 |
SMARTPATH ADVISORS, LLC1 year Service code 27 · EIN 84-1969238 | Advisory (Plan) | $28,000 |
Service code 27 · EIN 14-1764768 | Advisory (Plan) | $5,836 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 42-3523567 | 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 | $63,972 | $53,204+20.2% | $155,556-58.9% | $200,096-68.0% |
| Participation rate | 60.3% | 64.1%-3.8pp | 78.2%-18.0pp | 72.0%-11.8pp |
| Annual return | 2628.42% | 41.02%+2587.4pp | 64.84%+2563.6pp | 34.26%+2594.2pp |
| Employer contribution / active EE | $560 | $1,850-69.7% | $4,675-88.0% | $3,038-81.6% |
| Participant deferral / active EE | $1,392 | $3,163-56.0% | $5,631-75.3% | $5,090-72.7% |
| Admin fee / account holder | $45 | $186-75.5% | $15,885-99.7% | $269-83.1% |