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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $73,226 |
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 | $73,353 | $70,083+4.7% | $59,899+22.5% | $55,725+31.6% |
| Participation rate | 95.2% | 78.4%+16.8pp | 74.7%+20.5pp | 70.9%+24.4pp |
| Annual return | -2.89% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,622 | $2,878-8.9% | $2,723-3.7% | $2,078+26.2% |
| Participant deferral / active EE | $3,708 | $3,079+20.5% | $3,402+9.0% | $3,356+10.5% |
| Admin fee / account holder | $119 | $70+68.9% | $3,592-96.7% | $115+3.1% |