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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $161,026 |
NATIONAL FINANCIAL SERVICES3 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 | $25,414 | $53,911-52.9% | $130,660-80.5% | $77,775-67.3% |
| Participation rate | 95.2% | 60.2%+34.9pp | 71.7%+23.4pp | 73.2%+22.0pp |
| Annual return | 22.67% | 21.93%+0.7pp | 1709.29%-1686.6pp | 32.58%-9.9pp |
| Employer contribution / active EE | $872 | $1,826-52.2% | $4,092-78.7% | $2,504-65.2% |
| Participant deferral / active EE | $1,375 | $2,288-39.9% | $3,603-61.9% | $3,966-65.3% |
| Admin fee / account holder | $73 | $129-43.4% | $5,463-98.7% | $100-27.2% |