Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $2,099 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,229 | $125,758+64.0% | $169,993+21.3% | $75,163+174.4% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.0%+5.1pp | 67.2%+24.9pp |
| Annual return | 11.95% | 27.20%-15.2pp | 53.37%-41.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $10,865 | $4,615+135.4% | $6,785+60.1% | $2,670+307.0% |
| Participant deferral / active EE | $16,721 | $6,837+144.5% | $10,408+60.7% | $4,125+305.3% |
| Admin fee / account holder | $25 | $8,173-99.7% | $12,815-99.8% | $5,651-99.6% |