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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $72,485 |
Filed as: COMPREHENSIVE ASSETS MANAGEMENT Service code 16 2001 ROUTE 46 · PARSIPPANY, NJ 07054 | Consulting | $37,795 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERIVCES2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: TRANSAMERIA RETIREMENT SOLUTIONS Service code 12 | Claims processing; Sales loads (front... | $0 |
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 | $104,862 | $74,024+41.7% | $78,002+34.4% | $57,658+81.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 8.36% | 12.14%-3.8pp | 425.99%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $4,222 | $2,365+78.5% | $2,470+70.9% | $1,974+113.9% |
| Participant deferral / active EE | $7,477 | $3,533+111.6% | $3,497+113.8% | $3,061+144.3% |
| Admin fee / account holder | $153 | $93+64.1% | $5,481-97.2% | $95+61.8% |