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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $16,090 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,065 | $72,554+24.1% | $138,135-34.8% | $73,493+22.5% |
| Participation rate | 95.3% | 74.8%+20.4pp | 78.7%+16.6pp | 70.7%+24.6pp |
| Annual return | 12.73% | 17.50%-4.8pp | 20.51%-7.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,615 | $3,511+59.9% | $5,587+0.5% | $2,270+147.3% |
| Participant deferral / active EE | $0 | $4,908-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $87 | $464-81.4% | $11,856-99.3% | $513-83.1% |