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 | Distribution (12b-1) fees; Float reve... | $1,225 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant 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 | $19,307 | $53,925-64.2% | $75,501-74.4% | $69,631-72.3% |
| Participation rate | 97.2% | 71.2%+26.0pp | 72.4%+24.8pp | 70.7%+26.5pp |
| Annual return | 17.31% | 17.84%-0.5pp | 27.35%-10.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $4,442 | $1,802+146.5% | $2,352+88.9% | $2,032+118.6% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $97-98.8% | $5,801-100.0% | $110-99.0% |