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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $65,846 |
FRAGASSO FINANCIAL ADVISORS4+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $12,036 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $39,553 | $37,196+6.3% | $154,111-74.3% | $55,725-29.0% |
| Participation rate | 80.6% | 64.1%+16.5pp | 83.0%-2.5pp | 70.9%+9.7pp |
| Annual return | -4.75% | 1319.68%-1324.4pp | 735.18%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,001 | $1,614-38.0% | $5,298-81.1% | $2,078-51.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $148 | $102+45.2% | $13,411-98.9% | $115+28.1% |