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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Pension Consulting | $17,964 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $10,766 |
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 | $110,671 | $88,730+24.7% | $82,312+34.5% | $77,958+42.0% |
| Participation rate | 82.6% | 84.5%-1.9pp | 76.9%+5.7pp | 71.6%+10.9pp |
| Annual return | 17.70% | 20.88%-3.2pp | 25.88%-8.2pp | 20.87%-3.2pp |
| Employer contribution / active EE | $1,873 | $2,758-32.1% | $2,428-22.9% | $2,310-18.9% |
| Participant deferral / active EE | $6,331 | $4,634+36.6% | $3,706+70.8% | $3,537+79.0% |
| Admin fee / account holder | $75 | $74+1.6% | $5,608-98.7% | $97-22.9% |