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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $133,217 |
NATIONAL FINANCIAL SERVICES7 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 | $30,419 | $57,570-47.2% | $121,169-74.9% | $80,149-62.0% |
| Participation rate | 96.3% | 58.8%+37.5pp | 69.5%+26.8pp | 72.9%+23.4pp |
| Annual return | 17.35% | 20.42%-3.1pp | 986.71%-969.4pp | 40.39%-23.0pp |
| Employer contribution / active EE | $1,077 | $2,119-49.2% | $4,168-74.2% | $2,977-63.8% |
| Participant deferral / active EE | $1,870 | $3,092-39.5% | $4,083-54.2% | $5,015-62.7% |
| Admin fee / account holder | $75 | $121-38.3% | $5,645-98.7% | $145-48.4% |