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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 13.64% | 7.94%+5.7pp | 9.78%+3.9pp | 11.84%+1.8pp |
| Employer contribution / active EE | $0 | $42,390-100.0% | $46,889-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |