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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $50,930 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,477 | $50,919-10.7% | $155,556-70.8% | $77,762-41.5% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 23.15% | 34.84%-11.7pp | 64.84%-41.7pp | 31.27%-8.1pp |
| Employer contribution / active EE | $2,242 | $1,991+12.6% | $4,675-52.0% | $2,728-17.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $42 | $437-90.3% | $15,885-99.7% | $433-90.2% |