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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $68,083 |
NATIONAL FINANCIAL SERVICES4 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 | $51,385 | $56,540-9.1% | $185,851-72.4% | $86,821-40.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 20.96% | 118.20%-97.2pp | 122.11%-101.1pp | 97.94%-77.0pp |
| Employer contribution / active EE | $2,314 | $1,844+25.4% | $5,168-55.2% | $2,406-3.8% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $65 | $150-56.6% | $16,245-99.6% | $170-61.7% |