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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $21,740 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $30,239 | $65,820-54.1% | $108,745-72.2% | $57,658-47.6% |
| Participation rate | 98.7% | 72.7%+26.0pp | 77.7%+21.0pp | 70.2%+28.4pp |
| Annual return | 6.35% | 21.32%-15.0pp | 46.22%-39.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,187 | $2,285-48.1% | $3,323-64.3% | $1,974-39.9% |
| Participant deferral / active EE | $1,841 | $3,578-48.5% | $5,121-64.1% | $3,061-39.8% |
| Admin fee / account holder | $51 | $91-44.4% | $6,144-99.2% | $95-46.4% |