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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $69,031 |
NATIONAL FINANCIAL SERVICES1+ 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 | $29,678 | $72,770-59.2% | $67,652-56.1% | $55,191-46.2% |
| Participation rate | 75.9% | 78.8%-2.9pp | 75.7%+0.2pp | 69.2%+6.7pp |
| Annual return | 2.36% | -3.26%+5.6pp | 6625.04%-6622.7pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,533 | $1,769-13.4% | $2,266-32.3% | $1,899-19.3% |
| Participant deferral / active EE | $2,614 | $3,408-23.3% | $3,560-26.6% | $3,046-14.2% |
| Admin fee / account holder | $83 | $79+5.2% | $4,821-98.3% | $91-8.7% |