Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $28,501 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $28,501 | $68,544-58.4% | $115,752-75.4% | $69,631-59.1% |
| Participation rate | 97.7% | 74.0%+23.8pp | 77.8%+20.0pp | 70.7%+27.0pp |
| Annual return | 15.99% | 20.97%-5.0pp | 19.41%-3.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,880 | $2,400-21.7% | $3,492-46.2% | $2,032-7.5% |
| Participant deferral / active EE | $1,731 | $3,887-55.5% | $5,204-66.7% | $3,224-46.3% |
| Admin fee / account holder | $30 | $90-66.5% | $6,278-99.5% | $110-72.6% |