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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Sh... | $17,113 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | 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 | $24,035 | $52,293-54.0% | $178,503-86.5% | $73,412-67.3% |
| Participation rate | 56.9% | 65.3%-8.5pp | 81.9%-25.1pp | 72.2%-15.3pp |
| Annual return | 16.09% | 34.75%-18.7pp | 151.12%-135.0pp | 59.30%-43.2pp |
| Employer contribution / active EE | $1,028 | $1,736-40.8% | $5,011-79.5% | $2,234-54.0% |
| Participant deferral / active EE | $2,350 | $2,333+0.7% | $5,202-54.8% | $3,806-38.3% |
| Admin fee / account holder | $66 | $127-48.3% | $13,987-99.5% | $158-58.3% |