Filed February 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $18,709 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.79% | 5.80%+1.0pp | 4.74%+2.1pp | 11.88%-5.1pp |
| Employer contribution / active EE | $13,415 | $15,506-13.5% | $36,089-62.8% | $14,612-8.2% |
| Participant deferral / active EE | $451 | $206+118.7% | $59+668.4% | $518-13.1% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |