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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $8,596 |
NATIONAL FINANCIAL SERVICES3+ 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 | $14,635 | $55,453-73.6% | $170,435-91.4% | $62,293-76.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.15% | 21.38%-4.2pp | 205.94%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,270 | $2,303+42.0% | $4,939-33.8% | $3,169+3.2% |
| Admin fee / account holder | $38 | $455-91.6% | $13,881-99.7% | $479-92.1% |