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 | Distribution (12b-1) fees; Float reve... | $103,609 |
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 | $119,837 | $34,495+247.4% | $78,677+52.3% | $63,975+87.3% |
| Participation rate | 96.4% | 60.8%+35.6pp | 73.6%+22.8pp | 71.1%+25.3pp |
| Annual return | 6.14% | 11.62%-5.5pp | 62.19%-56.0pp | 48.65%-42.5pp |
| Employer contribution / active EE | $22,817 | $1,398+1532.1% | $2,850+700.6% | $2,182+945.9% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $68-23.4% | $4,510-98.8% | $70-26.0% |