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 | Investment management; Direct payment... | $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; Securities brok... | $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 | $53,254+20.1% | $155,574-58.9% | $199,921-68.0% |
| Participation rate | 60.3% | 64.1%-3.9pp | 78.2%-17.9pp | 72.0%-11.7pp |
| Annual return | 2628.42% | 41.18%+2587.2pp | 64.87%+2563.6pp | 34.28%+2594.1pp |
| Employer contribution / active EE | $560 | $1,848-69.7% | $4,676-88.0% | $3,035-81.5% |
| Participant deferral / active EE | $1,392 | $3,165-56.0% | $5,629-75.3% | $5,089-72.7% |
| Admin fee / account holder | $45 | $186-75.5% | $15,914-99.7% | $269-83.1% |