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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $20,252 |
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $15,849 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,034 | $61,338-18.4% | $149,717-66.6% | $71,495-30.0% |
| Participation rate | 97.5% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 14.68% | 35.86%-21.2pp | 134.41%-119.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,506 | $2,381+5.2% | $4,820-48.0% | $2,589-3.2% |
| Participant deferral / active EE | $4,340 | $2,919+48.7% | $5,682-23.6% | $4,291+1.1% |
| Admin fee / account holder | $251 | $1,263-80.1% | $13,213-98.1% | $1,588-84.2% |