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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $2,795 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $24,901 | $84,685-70.6% | $73,836-66.3% | $125,389-80.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.80% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $9,854 | $3,123+215.5% | $2,787+253.5% | $4,866+102.5% |
| Participant deferral / active EE | $11,262 | $3,993+182.1% | $3,583+214.3% | $5,352+110.5% |
| Admin fee / account holder | $25 | $5,694-99.6% | $4,882-99.5% | $9,541-99.7% |