Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $36,693 |
Service code 16 · EIN 26-0058143 | Consulting | $36,419 |
NATIONAL FINANCIAL SERVICES9+ 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 | $54,371 | $52,188+4.2% | $86,640-37.2% | $74,460-27.0% |
| Participation rate | 86.5% | 66.3%+20.1pp | 71.7%+14.7pp | 70.7%+15.7pp |
| Annual return | 16.29% | 44.46%-28.2pp | 592.52%-576.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,354 | $2,282+3.1% | $3,024-22.2% | $2,638-10.8% |
| Participant deferral / active EE | $5,563 | $3,383+64.4% | $4,438+25.3% | $4,530+22.8% |
| Admin fee / account holder | $184 | $319-42.2% | $5,616-96.7% | $348-47.0% |