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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $13,824 |
Service code 27 · EIN 25-1773014 | Advisory (Plan) | $5,584 |
NATIONAL FINANCIAL SERVICES9+ 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 | $29,050 | $47,180-38.4% | $149,723-80.6% | $74,473-61.0% |
| Participation rate | 65.2% | 63.4%+1.8pp | 78.8%-13.6pp | 70.7%-5.5pp |
| Annual return | 13.69% | 22.75%-9.1pp | 134.50%-120.8pp | 34.36%-20.7pp |
| Employer contribution / active EE | $1,267 | $1,907-33.5% | $4,821-73.7% | $2,638-52.0% |
| Participant deferral / active EE | $2,954 | $2,730+8.2% | $5,682-48.0% | $4,530-34.8% |
| Admin fee / account holder | $57 | $343-83.5% | $13,215-99.6% | $347-83.6% |