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 | Shareholder servicing fees; Distribut... | $264,838 |
NATIONAL FINANCIAL SERVICES7+ 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 | $61,841 | $67,512-8.4% | $185,849-66.7% | $93,010-33.5% |
| Participation rate | 98.8% | 67.1%+31.6pp | 81.7%+17.1pp | 73.9%+24.9pp |
| Annual return | 11.09% | 21.04%-9.9pp | 122.10%-111.0pp | 158.70%-147.6pp |
| Employer contribution / active EE | $1,763 | $1,783-1.1% | $5,169-65.9% | $2,705-34.8% |
| Participant deferral / active EE | $2,843 | $3,035-6.3% | $5,569-48.9% | $4,561-37.7% |
| Admin fee / account holder | $81 | $318-74.4% | $16,244-99.5% | $152-46.4% |