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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $1,250 |
NATIONAL FINANCIAL SERVICES2+ 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 | $81,179 | $43,423+86.9% | $78,676+3.2% | $55,167+47.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.43% | 11.53%-4.1pp | 62.19%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,020 | $1,997+51.2% | $2,850+6.0% | $1,963+53.9% |
| Participant deferral / active EE | $4,201 | $2,509+67.4% | $3,517+19.4% | $3,054+37.5% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.7% |