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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $3,948 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $9,218 | $46,360-80.1% | $147,617-93.8% | $52,331-82.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 3.43% | 1.62%+1.8pp | 61.98%-58.6pp | 4.54%-1.1pp |
| Employer contribution / active EE | $236 | $2,126-88.9% | $5,564-95.8% | $1,882-87.5% |
| Participant deferral / active EE | $2,431 | $2,258+7.7% | $4,895-50.3% | $3,022-19.6% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.7% |