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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $12,195 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $22,045 | $52,303-57.9% | $178,510-87.7% | $73,415-70.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 11.10% | 34.76%-23.7pp | 151.13%-140.0pp | 59.30%-48.2pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $15 | $127-88.4% | $13,988-99.9% | $158-90.6% |