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; Finders... | $147,221 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,172 | $98,780-50.2% | $60,906-19.3% | $77,906-36.9% |
| Participation rate | 98.6% | 76.7%+21.9pp | 73.1%+25.5pp | 73.7%+24.9pp |
| Annual return | -16.11% | -11.56%-4.5pp | 16.94%-33.0pp | 12.16%-28.3pp |
| Employer contribution / active EE | $4,492 | $3,605+24.6% | $2,703+66.2% | $2,846+57.8% |
| Participant deferral / active EE | $4,361 | $4,200+3.8% | $3,814+14.3% | $4,805-9.2% |
| Admin fee / account holder | $85 | $89-4.6% | $3,227-97.4% | $133-36.3% |