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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $28,282 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $82,047 | $70,083+17.1% | $59,887+37.0% | $55,725+47.2% |
| Participation rate | 70.8% | 78.4%-7.6pp | 74.7%-3.9pp | 70.9%-0.1pp |
| Annual return | 7.89% | 3.13%+4.8pp | 3.46%+4.4pp | 244.93%-237.0pp |
| Employer contribution / active EE | $2,774 | $2,878-3.6% | $2,722+1.9% | $2,078+33.5% |
| Participant deferral / active EE | $3,771 | $3,079+22.5% | $3,402+10.8% | $3,356+12.4% |
| Admin fee / account holder | $24 | $70-65.7% | $3,591-99.3% | $115-79.0% |