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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Direct paym... | $52,276 |
FRAGASSO FINANCIAL ADVISORS1+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $13,836 |
NATIONAL FINANCIAL SERVICES1+ 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 | $30,483 | $37,117-17.9% | $147,617-79.3% | $55,191-44.8% |
| Participation rate | 92.1% | 63.6%+28.5pp | 84.6%+7.5pp | 69.2%+22.9pp |
| Annual return | -0.31% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,582 | $1,620-2.4% | $5,564-71.6% | $1,899-16.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $97 | $86+13.2% | $11,612-99.2% | $91+6.7% |