Filed May 20, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $26,869 |
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 | $27,268 | $37,196-26.7% | $154,111-82.3% | $55,725-51.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.50% | 1319.68%-1324.2pp | 735.18%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,143 | $2,068+52.0% | $5,081-38.1% | $3,356-6.3% |
| Admin fee / account holder | $69 | $102-31.8% | $13,411-99.5% | $115-39.9% |