Filed June 1, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $8,571 |
NATIONAL FINANCIAL SERVICES1+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,769 | $52,467+86.3% | $57,196+70.9% | $55,167+77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.25% | 7.72%-7.5pp | 14.59%-14.3pp | 169.23%-169.0pp |
| Employer contribution / active EE | $6,430 | $2,477+159.6% | $2,683+139.7% | $1,963+227.6% |
| Participant deferral / active EE | $7,441 | $2,830+162.9% | $3,096+140.3% | $3,054+143.6% |
| Admin fee / account holder | $18 | $269-93.4% | $3,141-99.4% | $504-96.5% |