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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $3,897 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,644 | $36,916-87.4% | $156,551-97.0% | $57,658-91.9% |
| Participation rate | 86.4% | 63.4%+23.0pp | 84.0%+2.4pp | 70.2%+16.2pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,633 | $1,926-15.2% | $4,871-66.5% | $3,061-46.7% |
| Admin fee / account holder | $14 | $82-83.1% | $13,028-99.9% | $95-85.2% |