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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $9,760 |
Service code 16 · EIN 20-8874282 | Consulting | $5,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $140 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,133 | $63,471-73.0% | $68,803-75.1% | $66,949-74.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -15.87% | -8.29%-7.6pp | -6.37%-9.5pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,496 | $1,776-15.8% | $2,656-43.7% | $2,545-41.2% |
| Participant deferral / active EE | $2,763 | $2,946-6.2% | $3,942-29.9% | $4,239-34.8% |
| Admin fee / account holder | $46 | $578-92.1% | $4,936-99.1% | $594-92.3% |