Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $343,404 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $46,772 | $44,989+4.0% | $170,435-72.6% | $77,958-40.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 14.94% | 19.61%-4.7pp | 205.94%-191.0pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,437 | $1,466-2.0% | $5,432-73.5% | $2,310-37.8% |
| Participant deferral / active EE | $3,097 | $2,208+40.3% | $4,939-37.3% | $3,537-12.4% |
| Admin fee / account holder | $175 | $69+153.5% | $13,881-98.7% | $97+79.5% |