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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $43,883 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICESS2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,893 | $55,437+156.0% | $155,534-8.8% | $74,459+90.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 269.58%-254.9pp | 64.92%-50.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $9,489 | $2,266+318.7% | $4,675+103.0% | $2,626+261.4% |
| Participant deferral / active EE | $6,917 | $2,837+143.8% | $5,630+22.9% | $4,350+59.0% |
| Admin fee / account holder | $214 | $1,742-87.7% | $15,900-98.7% | $1,945-89.0% |