Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $242,169 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,319 | $47,456+14.5% | $172,752-68.6% | $77,775-30.2% |
| Participation rate | 97.4% | 66.3%+31.2pp | 82.6%+14.8pp | 73.2%+24.2pp |
| Annual return | 15.54% | 35.57%-20.0pp | 802.97%-787.4pp | 32.58%-17.0pp |
| Employer contribution / active EE | $1,616 | $1,574+2.6% | $5,144-68.6% | $2,504-35.5% |
| Participant deferral / active EE | $2,516 | $2,560-1.7% | $5,198-51.6% | $3,966-36.6% |
| Admin fee / account holder | $76 | $81-5.4% | $13,955-99.5% | $100-23.6% |