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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $129,059 |
NATIONAL FINANCIAL SERVICES9+ 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 | $38,030 | $47,180-19.4% | $149,723-74.6% | $74,473-48.9% |
| Participation rate | 89.8% | 63.4%+26.4pp | 78.8%+11.0pp | 70.7%+19.0pp |
| Annual return | 17.16% | 22.75%-5.6pp | 134.50%-117.3pp | 34.36%-17.2pp |
| Employer contribution / active EE | $1,036 | $1,907-45.7% | $4,821-78.5% | $2,638-60.7% |
| Participant deferral / active EE | $3,429 | $2,730+25.6% | $5,682-39.7% | $4,530-24.3% |
| Admin fee / account holder | $141 | $343-59.0% | $13,215-98.9% | $347-59.5% |