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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $14,842 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,648 | $46,173-44.5% | $170,435-85.0% | $69,631-63.2% |
| Participation rate | 61.3% | 63.9%-2.6pp | 83.6%-22.3pp | 70.7%-9.4pp |
| Annual return | 17.80% | 21.62%-3.8pp | 205.94%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $479 | $1,610-70.3% | $5,432-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $1,344 | $2,080-35.4% | $4,939-72.8% | $3,224-58.3% |
| Admin fee / account holder | $49 | $116-57.3% | $13,881-99.6% | $110-55.2% |