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... | $76,260 |
NATIONAL FINANCIAL SERVICES5+ 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 | $162,396 | $44,794+262.5% | $90,336+79.8% | $77,775+108.8% |
| Participation rate | 96.9% | 66.6%+30.3pp | 73.3%+23.6pp | 73.2%+23.7pp |
| Annual return | 21.66% | 28.23%-6.6pp | 78.15%-56.5pp | 32.58%-10.9pp |
| Employer contribution / active EE | $26,451 | $1,809+1362.5% | $2,856+826.0% | $2,504+956.4% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,886-100.0% | $3,966-100.0% |
| Admin fee / account holder | $31 | $94-66.7% | $5,357-99.4% | $100-68.6% |