Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,002,539 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,719 | $96,393-49.5% | $76,891-36.6% | $96,393-49.5% |
| Participation rate | 71.7% | 71.3%+0.4pp | 69.6%+2.1pp | 71.3%+0.4pp |
| Annual return | 15.01% | 22.88%-7.9pp | 37.91%-22.9pp | 22.88%-7.9pp |
| Employer contribution / active EE | $1,727 | $3,239-46.7% | $2,534-31.8% | $3,239-46.7% |
| Participant deferral / active EE | $2,728 | $5,455-50.0% | $3,833-28.8% | $5,455-50.0% |
| Admin fee / account holder | $90 | $74+21.7% | $5,488-98.4% | $74+21.7% |