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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $10,621 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,462 | $36,916-44.6% | $156,551-86.9% | $57,658-64.5% |
| Participation rate | 60.2% | 63.4%-3.3pp | 84.0%-23.8pp | 70.2%-10.1pp |
| Annual return | 32.57% | 12.38%+20.2pp | 32.23%+0.3pp | 5.13%+27.4pp |
| Employer contribution / active EE | $211 | $1,571-86.6% | $5,501-96.2% | $1,974-89.3% |
| Participant deferral / active EE | $1,209 | $1,926-37.2% | $4,871-75.2% | $3,061-60.5% |
| Admin fee / account holder | $35 | $82-57.1% | $13,028-99.7% | $95-62.5% |