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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 | $18,125 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,004 |
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 | $124,099 | $105,173+18.0% | $87,102+42.5% | $77,775+59.6% |
| Participation rate | 84.0% | 85.8%-1.8pp | 76.9%+7.1pp | 73.2%+10.7pp |
| Annual return | 23.59% | 24.52%-0.9pp | 28.19%-4.6pp | 32.58%-9.0pp |
| Employer contribution / active EE | $1,914 | $2,890-33.8% | $2,521-24.1% | $2,504-23.6% |
| Participant deferral / active EE | $6,787 | $5,048+34.4% | $4,048+67.6% | $3,966+71.1% |
| Admin fee / account holder | $76 | $105-27.0% | $7,493-99.0% | $100-23.8% |