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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $736 |
NATIONAL FINANCIAL SERVICES2+ 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 | $26,618 | $90,486-70.6% | $78,676-66.2% | $273,972-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,520 | $3,175-52.1% | $2,850-46.7% | $4,869-68.8% |
| Participant deferral / active EE | $1,873 | $3,901-52.0% | $3,517-46.7% | $5,287-64.6% |
| Admin fee / account holder | $34 | $5,263-99.3% | $4,510-99.2% | $10,133-99.7% |