Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $111,563 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,426 | $49,468-14.2% | $150,298-71.8% | $103,975-59.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 77.8%+22.2pp | 72.5%+27.5pp |
| Annual return | 12.45% | 38.98%-26.5pp | 62.79%-50.3pp | 19.41%-7.0pp |
| Employer contribution / active EE | $797 | $1,670-52.3% | $4,154-80.8% | $3,722-78.6% |
| Participant deferral / active EE | $3,533 | $2,650+33.3% | $5,453-35.2% | $5,343-33.9% |
| Admin fee / account holder | $73 | $385-81.1% | $14,116-99.5% | $332-78.1% |