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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Accou... | $116,892 |
NATIONAL FINANCIAL SERVICES6+ 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 | $92,823 | $84,948+9.3% | $70,462+31.7% | $73,412+26.4% |
| Participation rate | 75.5% | 79.9%-4.5pp | 75.1%+0.4pp | 72.2%+3.3pp |
| Annual return | 13.64% | 13.39%+0.3pp | 109.08%-95.4pp | 59.30%-45.7pp |
| Employer contribution / active EE | $3,409 | $2,834+20.3% | $2,737+24.5% | $2,234+52.6% |
| Participant deferral / active EE | $5,235 | $3,387+54.6% | $3,710+41.1% | $3,806+37.6% |
| Admin fee / account holder | $192 | $98+95.3% | $3,845-95.0% | $158+21.4% |