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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $58,758 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,917 | $80,753+138.9% | $136,298+41.5% | $62,293+209.7% |
| Participation rate | 98.2% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 18.11% | 35.83%-17.7pp | 5156.27%-5138.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $6,200 | $2,884+115.0% | $4,696+32.0% | $2,042+203.6% |
| Participant deferral / active EE | $8,619 | $5,164+66.9% | $6,247+38.0% | $3,169+172.0% |
| Admin fee / account holder | $435 | $525-17.2% | $9,244-95.3% | $479-9.2% |