Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Investment manage... | $143,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $42,768 | $47,456-9.9% | $172,753-75.2% | $77,775-45.0% |
| Participation rate | 76.1% | 66.3%+9.9pp | 82.6%-6.5pp | 73.2%+2.9pp |
| Annual return | 21.35% | 35.57%-14.2pp | 803.00%-781.6pp | 32.58%-11.2pp |
| Employer contribution / active EE | $1,054 | $1,574-33.0% | $5,144-79.5% | $2,504-57.9% |
| Participant deferral / active EE | $2,678 | $2,560+4.6% | $5,198-48.5% | $3,966-32.5% |
| Admin fee / account holder | $61 | $81-25.1% | $13,956-99.6% | $100-39.5% |