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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $52,927 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,501 | $42,909+17.7% | $152,093-66.8% | $71,012-28.9% |
| Participation rate | 100.0% | 54.7%+45.3pp | 77.8%+22.2pp | 58.6%+41.4pp |
| Annual return | 10.87% | 30.57%-19.7pp | 66.36%-55.5pp | 37.67%-26.8pp |
| Employer contribution / active EE | $2,797 | $1,369+104.3% | $4,175-33.0% | $2,348+19.1% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $5,451-100.0% | $3,246-100.0% |
| Admin fee / account holder | $67 | $1,014-93.4% | $14,497-99.5% | $1,167-94.3% |