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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $109,122 |
YUKON WEALTH MANAGEMENT INC2+ years Service code 33 · EIN 48-1156653 | Securities brokerage commissions and ... | $15,631 |
SUNRISE ADVISORS2+ years Filed as: SUNRISE ADVISORS INC Service code 33 · EIN 48-1140404 | Securities brokerage commissions and ... | $10,455 |
Service code 33 · EIN 38-2340348 | Securities brokerage; Securities brok... | $8,645 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $7,421 |
WEALTH MANAGEMENT ADVISORS2+ years Filed as: WEALTH MANAGEMENT ADVISORS INC Service code 33 · EIN 48-1132247 | Securities brokerage; Securities brok... | $7,152 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,847 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $168,002 | $80,177+109.5% | $123,894+35.6% | $57,661+191.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 6.80% | 17.90%-11.1pp | 47.52%-40.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $13,297 | $2,913+356.5% | $4,617+188.0% | $1,974+573.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $80 | $106-25.0% | $8,357-99.0% | $95-15.7% |