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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $42,694 |
NATIONAL FINANCIAL SERVICES4 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 | $32,307 | $75,419-57.2% | $392,568-91.8% | $67,582-52.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.1%+21.9pp | 71.3%+28.7pp |
| Annual return | 19.99% | 36.70%-16.7pp | 24.42%-4.4pp | 378.57%-358.6pp |
| Employer contribution / active EE | $2,445 | $2,636-7.3% | $3,783-35.4% | $2,148+13.8% |
| Participant deferral / active EE | $2,272 | $4,347-47.7% | $5,985-62.0% | $3,539-35.8% |
| Admin fee / account holder | $45 | $114-60.6% | $6,260-99.3% | $142-68.5% |