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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $137,339 |
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 | $30,639 | $53,932-43.2% | $134,162-77.2% | $90,274-66.1% |
| Participation rate | 95.3% | 60.4%+34.9pp | 72.2%+23.1pp | 73.4%+21.9pp |
| Annual return | 12.45% | 23.16%-10.7pp | 36.35%-23.9pp | 53.97%-41.5pp |
| Employer contribution / active EE | $1,017 | $1,611-36.8% | $3,705-72.5% | $2,523-59.7% |
| Participant deferral / active EE | $1,731 | $2,432-28.8% | $3,500-50.5% | $4,231-59.1% |
| Admin fee / account holder | $81 | $104-22.0% | $6,685-98.8% | $114-29.1% |