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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $57,897 |
NATIONAL FINANCIAL SERVICES2 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 | $27,698 | $47,456-41.6% | $172,753-84.0% | $77,775-64.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 6.95% | 35.57%-28.6pp | 803.00%-796.1pp | 32.58%-25.6pp |
| Employer contribution / active EE | $679 | $1,574-56.9% | $5,144-86.8% | $2,504-72.9% |
| Participant deferral / active EE | $3,064 | $2,560+19.7% | $5,198-41.0% | $3,966-22.7% |
| Admin fee / account holder | $38 | $81-52.9% | $13,956-99.7% | $100-62.0% |