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 | Claims processing; Float revenue; Par... | $40,239 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $141,771 | $41,256+243.6% | $86,593+63.7% | $77,958+81.9% |
| Participation rate | 96.6% | 63.0%+33.6pp | 73.5%+23.0pp | 71.6%+24.9pp |
| Annual return | 17.41% | 17.67%-0.3pp | 965.08%-947.7pp | 20.87%-3.5pp |
| Employer contribution / active EE | $23,435 | $1,613+1353.3% | $2,840+725.2% | $2,310+914.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $19 | $71-72.9% | $4,904-99.6% | $97-80.3% |