Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Inv... | $299,362 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,508 | $92,091+41.7% | $63,018+107.1% | $77,958+67.4% |
| Participation rate | 51.7% | 74.5%-22.7pp | 74.8%-23.1pp | 71.6%-19.9pp |
| Annual return | 17.58% | 16.23%+1.4pp | 87.63%-70.0pp | 20.87%-3.3pp |
| Employer contribution / active EE | $3,807 | $3,424+11.2% | $2,761+37.9% | $2,310+64.8% |
| Participant deferral / active EE | $3,669 | $3,361+9.2% | $3,330+10.2% | $3,537+3.7% |
| Admin fee / account holder | $120 | $48+149.4% | $3,601-96.7% | $97+22.7% |