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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $6,710 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,367 | $65,092-77.9% | $143,799-90.0% | $66,938-78.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.33% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $1,027 | $2,362-56.5% | $4,952-79.3% | $2,545-59.6% |
| Participant deferral / active EE | $2,232 | $2,920-23.6% | $5,638-60.4% | $4,238-47.3% |
| Admin fee / account holder | $29 | $502-94.2% | $14,677-99.8% | $594-95.1% |