Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $45,264 |
Filed as: SIGNATOR INVESTORS Service code 61 197 CLARENDON ST C 8 07 · BOSTON, MA 02116 | Finders' fees / placement fees | $26,982 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,867 | $68,413-72.4% | $123,105-84.7% | $55,191-65.8% |
| Participation rate | 38.8% | 84.5%-45.7pp | 86.8%-48.0pp | 69.2%-30.3pp |
| Annual return | 0.25% | 6.30%-6.0pp | 13.22%-13.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $136 | $3,050-95.6% | $5,151-97.4% | $1,899-92.9% |
| Participant deferral / active EE | $1,271 | $4,490-71.7% | $6,229-79.6% | $3,046-58.3% |
| Admin fee / account holder | $5 | $88-94.1% | $9,014-99.9% | $91-94.3% |