Filed September 12, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $26,226 |
PFS INVESTMENTS2 years Service code 61 | Finders' fees / placement fees | $9,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,052 | $83,090-73.5% | $130,062-83.0% | $71,529-69.2% |
| Participation rate | 75.2% | 74.1%+1.1pp | 78.5%-3.3pp | 67.9%+7.3pp |
| Annual return | 68.09% | 20.61%+47.5pp | -137.37%+205.5pp | 28.97%+39.1pp |
| Employer contribution / active EE | $1,399 | $2,624-46.7% | $4,322-67.6% | $2,590-46.0% |
| Participant deferral / active EE | $2,799 | $4,436-36.9% | $5,821-51.9% | $4,291-34.8% |
| Admin fee / account holder | $38 | $1,727-97.8% | $10,601-99.6% | $1,588-97.6% |