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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $137,924 |
NATIONAL FINANCIAL SERVICES8 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 | $34,394 | $62,541-45.0% | $129,397-73.4% | $199,921-82.8% |
| Participation rate | 99.6% | 56.8%+42.8pp | 69.6%+29.9pp | 72.0%+27.5pp |
| Annual return | 14.70% | 16.95%-2.3pp | 9453.98%-9439.3pp | 34.28%-19.6pp |
| Employer contribution / active EE | $1,140 | $2,392-52.3% | $4,154-72.6% | $3,035-62.4% |
| Participant deferral / active EE | $2,016 | $3,123-35.4% | $4,167-51.6% | $5,089-60.4% |
| Admin fee / account holder | $78 | $167-53.5% | $7,679-99.0% | $269-71.2% |