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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $67,041 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,495 | $47,180-9.9% | $149,723-71.6% | $74,473-42.9% |
| Participation rate | 85.0% | 63.4%+21.6pp | 78.8%+6.3pp | 70.7%+14.3pp |
| Annual return | 12.43% | 22.75%-10.3pp | 134.50%-122.1pp | 34.36%-21.9pp |
| Employer contribution / active EE | $2,093 | $1,907+9.7% | $4,821-56.6% | $2,638-20.7% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $62 | $343-81.8% | $13,215-99.5% | $347-82.0% |