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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $77,451 |
AGGREGATE RETIREMENT SERVICES3+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $59,913 |
Filed as: ADVANTAGE BENEFITS CONSULTANTS, INC Service code 16 · EIN 13-3532742 | Consulting | $12,522 |
NATIONAL FINANCIA2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL2 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 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 | $21,456 | $45,382-52.7% | $154,108-86.1% | $75,289-71.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.34% | -0.47%-3.9pp | 735.21%-739.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,624 | $1,533+136.4% | $5,298-31.6% | $2,405+50.7% |
| Participant deferral / active EE | $5,608 | $2,384+135.3% | $5,081+10.4% | $3,739+50.0% |
| Admin fee / account holder | $97 | $89+8.3% | $13,411-99.3% | $102-5.5% |