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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Sales loads (fron... | $55,107 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $9,850 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,089 | $44,989-90.9% | $170,435-97.6% | $77,958-94.8% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 11.40% | 19.61%-8.2pp | 205.94%-194.5pp | 20.87%-9.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,015 | $2,208-54.0% | $4,939-79.4% | $3,537-71.3% |
| Admin fee / account holder | $24 | $69-64.6% | $13,881-99.8% | $97-74.9% |