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 | Recordkeeping fees; Claims processing... | $201,394 |
H BECK INC2+ years Filed as: H. BECK, INC. Service code 16 6600 ROCKLEDGE DR · BETHESDA, MD 20817 | Consulting | $81,118 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,541 | $41,256-33.2% | $86,582-68.2% | $77,958-64.7% |
| Participation rate | 19.0% | 63.0%-44.0pp | 73.5%-54.5pp | 71.6%-52.6pp |
| Annual return | 12.59% | 17.67%-5.1pp | 965.08%-952.5pp | 20.87%-8.3pp |
| Employer contribution / active EE | $141 | $1,613-91.3% | $2,839-95.0% | $2,310-93.9% |
| Participant deferral / active EE | $464 | $2,332-80.1% | $3,609-87.1% | $3,537-86.9% |
| Admin fee / account holder | $198 | $71+180.2% | $4,904-96.0% | $97+103.6% |