Filed February 7, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $1,162 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,021 | $48,277-66.8% | $63,244-74.7% | $55,191-71.0% |
| Participation rate | 79.7% | 69.4%+10.3pp | 71.0%+8.7pp | 69.2%+10.5pp |
| Annual return | -1.52% | 2.37%-3.9pp | -70.31%+68.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $3,245 | $1,592+103.8% | $2,322+39.7% | $1,899+70.9% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $86-99.2% | $5,893-100.0% | $91-99.3% |