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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $71,810 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,824 | $83,884-8.4% | $64,101+19.8% | $74,460+3.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.68% | 16.57%-1.9pp | 33.72%-19.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $2,467 | $3,084-20.0% | $2,749-10.2% | $2,638-6.5% |
| Participant deferral / active EE | $3,698 | $3,692+0.2% | $3,881-4.7% | $4,530-18.4% |
| Admin fee / account holder | $111 | $196-43.5% | $3,070-96.4% | $348-68.1% |