Filed January 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $36,054 |
NATIONAL FINANCIAL SERVICES2+ 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 | $86,692 | $68,408+26.7% | $57,196+51.6% | $57,658+50.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 5.98% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,059 | $2,869-28.2% | $2,683-23.3% | $1,974+4.3% |
| Participant deferral / active EE | $4,834 | $2,903+66.5% | $3,096+56.1% | $3,061+57.9% |
| Admin fee / account holder | $52 | $70-25.9% | $3,141-98.4% | $95-45.4% |