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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $17,985 |
NATIONAL FINANCIAL SERVICES7+ 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.
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 | $35,665 | $56,540-36.9% | $185,849-80.8% | $86,821-58.9% |
| Participation rate | 69.5% | 65.5%+4.0pp | 81.7%-12.2pp | 72.3%-2.8pp |
| Annual return | 15.40% | 118.20%-102.8pp | 122.10%-106.7pp | 97.94%-82.5pp |
| Employer contribution / active EE | $729 | $1,844-60.5% | $5,169-85.9% | $2,406-69.7% |
| Participant deferral / active EE | $2,318 | $2,555-9.3% | $5,569-58.4% | $4,132-43.9% |
| Admin fee / account holder | $61 | $150-59.0% | $16,244-99.6% | $170-63.8% |