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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $121,767 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,886 | $46,332-26.9% | $143,797-76.4% | $64,824-47.7% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -16.97% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,084 | $1,911-43.3% | $4,952-78.1% | $2,507-56.8% |
| Participant deferral / active EE | $3,349 | $2,647+26.5% | $5,638-40.6% | $4,311-22.3% |
| Admin fee / account holder | $139 | $154-9.8% | $14,679-99.1% | $188-26.1% |