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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $40,619 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $78,540 | $50,498+55.5% | $75,784+3.6% | $55,191+42.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.12% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $6,204 | $2,291+170.8% | $3,323+86.7% | $1,899+226.7% |
| Participant deferral / active EE | $2,704 | $2,589+4.4% | $3,652-25.9% | $3,046-11.2% |
| Admin fee / account holder | $119 | $123-3.5% | $5,300-97.8% | $91+30.8% |