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; Recordkeep... | $68,414 |
NATIONAL FINANCIAL SERVICES4+ 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 | $134,037 | $37,884+253.8% | $79,472+68.7% | $75,289+78.0% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 72.4%+22.0pp |
| Annual return | -5.24% | 1.06%-6.3pp | 718.32%-723.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $24,283 | $1,680+1345.4% | $2,801+767.1% | $2,405+909.7% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $30 | $77-61.0% | $5,104-99.4% | $102-70.8% |