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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $96,108 |
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 | $30,978 | $50,151-38.2% | $149,682-79.3% | $80,167-61.4% |
| Participation rate | 99.4% | 64.3%+35.1pp | 78.8%+20.6pp | 72.9%+26.5pp |
| Annual return | 13.10% | 29.80%-16.7pp | 134.35%-121.3pp | 40.39%-27.3pp |
| Employer contribution / active EE | $765 | $1,865-59.0% | $4,818-84.1% | $2,978-74.3% |
| Participant deferral / active EE | $3,659 | $3,194+14.5% | $5,681-35.6% | $5,017-27.1% |
| Admin fee / account holder | $55 | $153-63.8% | $13,210-99.6% | $145-61.9% |