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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $20,437 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,913 | $37,196+20.7% | $154,108-70.9% | $55,725-19.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 9.50% | 1319.68%-1310.2pp | 735.21%-725.7pp | 244.93%-235.4pp |
| Employer contribution / active EE | $2,295 | $1,614+42.2% | $5,298-56.7% | $2,078+10.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $102-78.5% | $13,411-99.8% | $115-81.0% |