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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 | $19,050 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $10,448 |
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 | $102,834 | $78,852+30.4% | $76,768+34.0% | $75,289+36.6% |
| Participation rate | 83.2% | 85.0%-1.7pp | 77.0%+6.3pp | 72.4%+10.8pp |
| Annual return | -4.99% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,843 | $2,794-34.1% | $2,485-25.9% | $2,405-23.4% |
| Participant deferral / active EE | $6,244 | $4,800+30.1% | $3,852+62.1% | $3,739+67.0% |
| Admin fee / account holder | $76 | $79-3.5% | $6,676-98.9% | $102-25.5% |