| Provider | Service type | Compensation |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 12 · EIN 59-3664112 | Named fiduciary; Participant loan pro... | $56,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,212 | $40,435-5.5% | $80,669-52.6% | $74,478-48.7% |
| Participation rate | 66.3% | 47.4%+19.0pp | 67.0%-0.7pp | 70.7%-4.4pp |
| Annual return | 152.77% | 165.22%-12.5pp | 937.61%-784.8pp | 34.37%+118.4pp |
| Employer contribution / active EE | $1,835 | $1,498+22.6% | $2,724-32.6% | $2,637-30.4% |
| Participant deferral / active EE | $3,923 | $2,673+46.8% | $4,444-11.7% | $4,530-13.4% |
| Admin fee / account holder | $155 | $721-78.6% | $5,384-97.1% | $347-55.5% |