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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $69,898 |
NATIONAL FINANCIAL SERVICES5 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 | $39,361 | $46,332-15.0% | $143,797-72.6% | $64,824-39.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.11% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $2,374 | $1,911+24.2% | $4,952-52.1% | $2,507-5.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $66 | $154-57.1% | $14,679-99.6% | $188-64.9% |