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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $65,438 |
FRAGASSO FINANCIAL ADVISORS5+ years Service code 27 · EIN 25-1773014 | Advisory (Plan) | $11,508 |
NATIONAL FINANCIAL SERVICES5+ 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 | $44,127 | $62,928-29.9% | $172,755-74.5% | $67,579-34.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 20.88% | 30.36%-9.5pp | 802.94%-782.1pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,088 | $1,636+27.6% | $5,144-59.4% | $2,148-2.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $147 | $167-11.7% | $13,955-98.9% | $142+3.4% |