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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Distributio... | $49,287 |
FRAGASSO FINANCIAL ADVISORS2+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $14,803 |
NATIONAL FINANCIAL SERVICES2+ 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 | $30,055 | $36,916-18.6% | $156,551-80.8% | $57,658-47.9% |
| Participation rate | 81.8% | 63.4%+18.4pp | 84.0%-2.2pp | 70.2%+11.6pp |
| Annual return | 6.69% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,533 | $1,571-2.4% | $5,501-72.1% | $1,974-22.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $95 | $82+14.6% | $13,028-99.3% | $950% |