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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $6,259 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,878 | $61,356-74.1% | $149,696-89.4% | $71,511-77.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.20% | 35.86%-24.7pp | 134.46%-123.3pp | 28.86%-17.7pp |
| Employer contribution / active EE | $1,163 | $2,382-51.2% | $4,821-75.9% | $2,589-55.1% |
| Participant deferral / active EE | $2,563 | $2,920-12.2% | $5,682-54.9% | $4,291-40.3% |
| Admin fee / account holder | $30 | $1,263-97.6% | $13,212-99.8% | $1,588-98.1% |