Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $139,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,471 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,724 | $81,321-83.1% | $68,509-80.0% | $59,188-76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 7.70% | 4.65%+3.1pp | 8.27%-0.6pp | 5.51%+2.2pp |
| Employer contribution / active EE | $1,424 | $3,297-56.8% | $2,278-37.5% | $2,098-32.1% |
| Participant deferral / active EE | $1,716 | $4,592-62.6% | $3,382-49.3% | $3,265-47.4% |
| Admin fee / account holder | $72 | $62+16.8% | $5,275-98.6% | $92-21.8% |