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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $89,239 |
YUKON WEALTH MANAGEMENT INC1+ years Service code 33 · EIN 48-1156653 | Securities brokerage commissions and ... | $14,854 |
SUNRISE ADVISORS1+ years Filed as: SUNRISE ADVISORS INC Service code 33 · EIN 48-1140404 | Securities brokerage commissions and ... | $10,480 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $7,416 |
WEALTH MANAGEMENT ADVISORS1+ years Filed as: WEALTH MANAGEMENT ADVISORS INC Service code 33 · EIN 48-1132247 | Securities brokerage; Securities brok... | $7,139 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,001 |
NATIONAL FINANCIAL SERVICES1+ 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 | $158,182 | $86,791+82.3% | $115,038+37.5% | $59,188+167.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | 5.34% | 4.44%+0.9pp | 26.14%-20.8pp | 5.51%-0.2pp |
| Employer contribution / active EE | $11,717 | $2,950+297.3% | $4,608+154.3% | $2,098+458.5% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $67 | $95-29.3% | $8,175-99.2% | $92-27.2% |