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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Direct p... | $21,399 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,719 | $110,282+3.1% | $102,434+11.0% | $199,960-43.1% |
| Participation rate | 94.8% | 86.3%+8.5pp | 76.5%+18.3pp | 72.0%+22.8pp |
| Annual return | 19.13% | 35.75%-16.6pp | 29.46%-10.3pp | 34.28%-15.2pp |
| Employer contribution / active EE | $4,580 | $3,603+27.1% | $3,023+51.5% | $3,036+50.9% |
| Participant deferral / active EE | $11,092 | $6,376+73.9% | $5,055+119.4% | $5,087+118.0% |
| Admin fee / account holder | $16 | $122-86.8% | $9,462-99.8% | $269-94.0% |