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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $83,373 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $36,375 | $67,512-46.1% | $185,851-80.4% | $93,010-60.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 21.01% | 21.04%0pp | 122.11%-101.1pp | 158.70%-137.7pp |
| Employer contribution / active EE | $723 | $1,783-59.5% | $5,168-86.0% | $2,705-73.3% |
| Participant deferral / active EE | $3,446 | $3,035+13.5% | $5,569-38.1% | $4,561-24.4% |
| Admin fee / account holder | $53 | $318-83.2% | $16,245-99.7% | $152-64.8% |