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| Provider | Service type | Compensation |
|---|---|---|
KIDDER BENEFITS2 years Filed as: KIDDER ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $75,000 |
WARNER FINANCIAL, INC.5 years Service code 27 · EIN 20-2676231 | Advisory (Plan) | $50,000 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,391 | $99,168+20.4% | $96,534+23.7% | $74,460+60.3% |
| Participation rate | 85.4% | 80.7%+4.7pp | 76.0%+9.4pp | 70.7%+14.6pp |
| Annual return | 22.90% | 22.40%+0.5pp | 25.88%-3.0pp | 34.38%-11.5pp |
| Employer contribution / active EE | $7,762 | $2,570+202.1% | $2,965+161.8% | $2,638+194.2% |
| Participant deferral / active EE | $11,118 | $4,936+125.2% | $4,851+129.2% | $4,530+145.4% |
| Admin fee / account holder | $247 | $225+9.9% | $8,253-97.0% | $348-28.9% |