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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $67,481 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,986 | $37,213+82.7% | $156,551-56.6% | $63,975+6.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 5.73% | 47.89%-42.2pp | 32.23%-26.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $2,243 | $1,357+65.3% | $5,501-59.2% | $2,182+2.8% |
| Participant deferral / active EE | $4,156 | $2,070+100.7% | $4,871-14.7% | $3,356+23.8% |
| Admin fee / account holder | $45 | $56-20.1% | $13,028-99.7% | $70-36.1% |