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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $90,020 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,800 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $17,041 | $62,928-72.9% | $172,755-90.1% | $67,579-74.8% |
| Participation rate | 88.7% | 64.5%+24.2pp | 82.6%+6.1pp | 71.3%+17.4pp |
| Annual return | 5.80% | 30.36%-24.6pp | 802.94%-797.1pp | 378.56%-372.8pp |
| Employer contribution / active EE | $1,686 | $1,636+3.0% | $5,144-67.2% | $2,148-21.5% |
| Participant deferral / active EE | $1,416 | $2,145-34.0% | $5,198-72.8% | $3,539-60.0% |
| Admin fee / account holder | $101 | $167-39.3% | $13,955-99.3% | $142-28.9% |