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| Provider | Service type | Compensation |
|---|---|---|
NBC SECURITIES INC3+ years Filed as: NBC SECURITIES, INC. Service code 27 · EIN 63-0923499 | Advisory (Plan) | $17,072 |
TRINITY PENSION CONSULTANTS3+ years Service code 17 202 MONTROSE WEST AVE., SUITE 290 · COPLEY, OH 44321 | Pension Consulting | $8,520 |
SKIBBIE CPA, INC.3+ years Filed as: SKIBBIE CPA INC. Service code 10 41 WHISPERING PINES CT · WINCHESTER, TN 37398 | Accounting | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,254 | $58,093-51.4% | $80,022-64.7% | $56,287-49.8% |
| Participation rate | 88.1% | 73.6%+14.5pp | 75.8%+12.3pp | 69.9%+18.3pp |
| Annual return | 8.88% | 34.63%-25.8pp | 11.22%-2.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $636 | $1,933-67.1% | $2,468-74.2% | $2,111-69.9% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $255 | $623-59.1% | $6,521-96.1% | $521-51.1% |