Filed May 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $86,035 |
NATIONAL FINANCIAL SERVICES3+ 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 | $43,284 | $74,552-41.9% | $63,018-31.3% | $69,631-37.8% |
| Participation rate | 84.1% | 78.3%+5.8pp | 74.8%+9.3pp | 70.7%+13.4pp |
| Annual return | 17.88% | 15.77%+2.1pp | 87.62%-69.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $3,558 | $2,929+21.5% | $2,761+28.9% | $2,032+75.1% |
| Participant deferral / active EE | $2,762 | $2,974-7.2% | $3,330-17.1% | $3,224-14.3% |
| Admin fee / account holder | $71 | $59+19.4% | $3,601-98.0% | $110-35.8% |