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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $3,752 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,432 | $42,772-85.0% | $87,502-92.6% | $55,167-88.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | 5.37% | 21.20%-15.8pp | 12.21%-6.8pp | 169.23%-163.9pp |
| Employer contribution / active EE | $268 | $1,277-79.0% | $2,550-89.5% | $1,963-86.3% |
| Participant deferral / active EE | $970 | $2,342-58.6% | $3,149-69.2% | $3,054-68.2% |
| Admin fee / account holder | $10 | $461-97.8% | $4,221-99.8% | $504-98.0% |