Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $140,593 |
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 | $37,064 | $45,382-18.3% | $154,108-75.9% | $75,289-50.8% |
| Participation rate | 72.0% | 65.9%+6.1pp | 83.0%-11.0pp | 72.4%-0.4pp |
| Annual return | -5.02% | -0.47%-4.6pp | 735.21%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $923 | $1,533-39.8% | $5,298-82.6% | $2,405-61.6% |
| Participant deferral / active EE | $2,387 | $2,384+0.1% | $5,081-53.0% | $3,739-36.1% |
| Admin fee / account holder | $62 | $89-30.6% | $13,411-99.5% | $102-39.4% |