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 | Shareholder servicing fees; Claims pr... | $47,323 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $835 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $102,826 | $47,634+115.9% | $90,468+13.7% | $90,274+13.9% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.7%+21.9pp | 73.4%+21.2pp |
| Annual return | 19.61% | 19.61%0pp | 1294.94%-1275.3pp | 53.97%-34.4pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $13,125 | $2,824+364.7% | $3,964+231.1% | $4,231+210.2% |
| Admin fee / account holder | $23 | $106-78.7% | $5,614-99.6% | $114-80.2% |