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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $892 |
NATIONAL FINANCIAL SERVICES3+ 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 | $28,484 | $99,011-71.2% | $86,582-67.1% | $147,586-80.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.32% | 1312.75%-1294.4pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,055 | $3,132-66.3% | $2,839-62.8% | $4,876-78.4% |
| Participant deferral / active EE | $2,011 | $3,972-49.4% | $3,609-44.3% | $5,439-63.0% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |