Filed December 9, 2021 (most recent of 3 filings on file)
Total covered: 17 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $247,022 |
H BECK INC5+ years Filed as: H. BECK, INC. Service code 16 | Consulting | $103,554 |
Service code 16 · EIN 45-4118952 | Consulting | $15,000 |
H BECK INC2 years Filed as: H BECK, INC Service code 16 6600 ROCKLEDGE DR. · BETHESDA, MD 20817 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $29,233 | $47,634-38.6% | $90,430-67.7% | $90,274-67.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 3.62% | 19.61%-16.0pp | 1293.73%-1290.1pp | 53.97%-50.4pp |
| Employer contribution / active EE | $882 | $1,749-49.6% | $3,262-73.0% | $2,523-65.1% |
| Participant deferral / active EE | $2,782 | $2,824-1.5% | $3,963-29.8% | $4,231-34.2% |
| Admin fee / account holder | $227 | $106+114.0% | $5,613-96.0% | $114+99.0% |