Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $149,620 |
H BECK INC1+ years Filed as: H. BECK, INC. Service code 16 6600 ROCKLEDGE DR · BETHESDA, MD 20817 | Consulting | $67,532 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,474 | $34,495-31.9% | $78,676-70.2% | $63,975-63.3% |
| Participation rate | 23.5% | 60.8%-37.3pp | 73.6%-50.1pp | 71.1%-47.6pp |
| Annual return | -1.08% | 11.62%-12.7pp | 62.19%-63.3pp | 48.65%-49.7pp |
| Employer contribution / active EE | $169 | $1,398-87.9% | $2,850-94.1% | $2,182-92.2% |
| Participant deferral / active EE | $563 | $2,100-73.2% | $3,517-84.0% | $3,356-83.2% |
| Admin fee / account holder | $140 | $68+106.7% | $4,510-96.9% | $70+99.5% |