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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $117,311 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,125 |
HUTCHINSON AND BLOODGOOD LLP3 years Service code 10 · EIN 95-0858589 | Accounting | $18,000 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,719 | $46,325-59.6% | $143,788-87.0% | $64,814-71.1% |
| Participation rate | 86.6% | 64.2%+22.4pp | 80.3%+6.3pp | 71.5%+15.1pp |
| Annual return | -13.02% | -10.05%-3.0pp | -0.03%-13.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $2,099 | $1,911+9.9% | $4,952-57.6% | $2,507-16.2% |
| Participant deferral / active EE | $2,002 | $2,647-24.3% | $5,638-64.5% | $4,310-53.5% |
| Admin fee / account holder | $93 | $154-39.6% | $14,675-99.4% | $188-50.5% |