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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $184,155 |
NATIONAL FINANCIAL SERVICES8 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,742 | $50,150-90.5% | $149,723-96.8% | $80,169-94.1% |
| Participation rate | 91.9% | 64.3%+27.6pp | 78.8%+13.1pp | 72.9%+18.9pp |
| Annual return | 13.99% | 29.80%-15.8pp | 134.50%-120.5pp | 40.39%-26.4pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,429 | $3,195-55.3% | $5,682-74.9% | $5,016-71.5% |
| Admin fee / account holder | $44 | $153-71.4% | $13,215-99.7% | $145-69.9% |