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 | Claims processing; Recordkeeping fees... | $12,226 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $111,407 | $57,976+92.2% | $63,018+76.8% | $62,293+78.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.33% | 17.54%-4.2pp | 87.62%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $6,323 | $2,415+161.9% | $2,761+129.1% | $2,042+209.6% |
| Participant deferral / active EE | $7,238 | $2,956+144.9% | $3,330+117.4% | $3,169+128.4% |
| Admin fee / account holder | $26 | $276-90.7% | $3,601-99.3% | $479-94.6% |