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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $1,864 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,355 | $37,117-88.3% | $147,617-97.1% | $55,191-92.1% |
| Participation rate | 73.4% | 63.6%+9.8pp | 84.6%-11.2pp | 69.2%+4.3pp |
| Annual return | 0.71% | 3.44%-2.7pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $418 | $1,620-74.2% | $5,564-92.5% | $1,899-78.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $86-94.4% | $11,612-100.0% | $91-94.7% |