Filed June 1, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $17,545 |
NATIONAL FINANCIAL SERVICES3+ 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 | $119,864 | $55,002+117.9% | $59,883+100.2% | $56,287+113.0% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.7%+22.5pp | 69.9%+27.3pp |
| Annual return | 8.83% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $6,628 | $2,448+170.8% | $2,722+143.5% | $2,111+214.0% |
| Participant deferral / active EE | $7,994 | $3,121+156.1% | $3,402+135.0% | $3,350+138.6% |
| Admin fee / account holder | $37 | $236-84.4% | $3,591-99.0% | $521-93.0% |