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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES2 years Service code 27 · EIN 04-3523567 499 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Advisory (Plan) | $12,247 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 16.90% | 11.70%+5.2pp | 7.32%+9.6pp | 18.35%-1.4pp |
| Employer contribution / active EE | $26,630 | $9,106+192.4% | $23,426+13.7% | $14,669+81.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |