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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $119,657 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,579 | $52,523-51.3% | $117,533-78.2% | $77,906-67.2% |
| Participation rate | 99.3% | 61.6%+37.7pp | 70.6%+28.7pp | 73.7%+25.6pp |
| Annual return | -15.73% | -13.76%-2.0pp | 29.77%-45.5pp | 12.16%-27.9pp |
| Employer contribution / active EE | $1,065 | $2,166-50.8% | $4,179-74.5% | $2,846-62.6% |
| Participant deferral / active EE | $1,885 | $3,087-38.9% | $4,072-53.7% | $4,805-60.8% |
| Admin fee / account holder | $66 | $99-33.5% | $5,647-98.8% | $133-50.2% |