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... | $38,807 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,541 | $34,220+56.5% | $73,837-27.5% | $59,188-9.5% |
| Participation rate | 83.6% | 59.1%+24.5pp | 73.4%+10.2pp | 69.4%+14.2pp |
| Annual return | 4.91% | 3.36%+1.5pp | 2268.13%-2263.2pp | 5.51%-0.6pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,788-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $10,093 | $2,035+396.0% | $3,583+181.7% | $3,265+209.2% |
| Admin fee / account holder | $28 | $64-56.1% | $4,882-99.4% | $92-69.5% |