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; Claims process... | $81,530 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $175 |
NATIONAL FINANCIAL SERVICES6+ 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 | $178,227 | $47,634+274.2% | $90,468+97.0% | $90,274+97.4% |
| Participation rate | 97.6% | 67.5%+30.1pp | 72.7%+24.9pp | 73.4%+24.2pp |
| Annual return | 15.78% | 19.61%-3.8pp | 1294.94%-1279.2pp | 53.97%-38.2pp |
| Employer contribution / active EE | $26,873 | $1,749+1436.6% | $3,264+723.4% | $2,523+964.9% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $30 | $106-71.4% | $5,614-99.5% | $114-73.4% |