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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $107,184 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $115,129 | $124,414-7.5% | $115,1700% | $67,579+70.4% |
| Participation rate | 99.9% | 58.1%+41.8pp | 75.9%+24.0pp | 71.3%+28.6pp |
| Annual return | 26.20% | 29.40%-3.2pp | 35.60%-9.4pp | 378.56%-352.4pp |
| Employer contribution / active EE | $4,466 | $1,454+207.0% | $3,179+40.5% | $2,148+107.9% |
| Participant deferral / active EE | $6,035 | $2,331+159.0% | $4,169+44.8% | $3,539+70.5% |
| Admin fee / account holder | $94 | $361-74.1% | $7,089-98.7% | $142-34.1% |