Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $126,246 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $613 |
NATIONAL FINANCIAL SERVICES6+ 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 | $47,172 | $56,095-15.9% | $178,503-73.6% | $90,274-47.7% |
| Participation rate | 70.8% | 65.6%+5.3pp | 81.9%-11.1pp | 73.4%-2.5pp |
| Annual return | 13.81% | 28.81%-15.0pp | 151.12%-137.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,174 | $1,572-25.3% | $5,011-76.6% | $2,523-53.5% |
| Participant deferral / active EE | $2,781 | $2,669+4.2% | $5,202-46.5% | $4,231-34.3% |
| Admin fee / account holder | $55 | $101-44.9% | $13,987-99.6% | $114-51.4% |