Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $82,053 |
NATIONAL FINANCIAL SERVICES1+ 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 | $113,798 | $34,220+232.5% | $73,837+54.1% | $59,188+92.3% |
| Participation rate | 95.8% | 59.1%+36.7pp | 73.4%+22.4pp | 69.4%+26.4pp |
| Annual return | 1.21% | 3.36%-2.2pp | 2268.13%-2266.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $22,026 | $1,480+1388.2% | $2,788+690.1% | $2,098+949.9% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $44 | $64-30.8% | $4,882-99.1% | $92-51.9% |