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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $161,656 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $59,758 |
Filed as: CREATIVE PENSION CONSULTANTS Service code 17 · EIN 14-1759450 | Pension Consulting | $16,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,244 |
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 | $37,251 | $37,203+0.1% | $154,110-75.8% | $55,727-33.2% |
| Participation rate | 76.7% | 64.1%+12.6pp | 83.0%-6.4pp | 70.9%+5.8pp |
| Annual return | 100.31% | 1320.03%-1219.7pp | 735.22%-634.9pp | 244.94%-144.6pp |
| Employer contribution / active EE | $2,790 | $1,614+72.8% | $5,298-47.3% | $2,078+34.2% |
| Participant deferral / active EE | $5,995 | $2,069+189.8% | $5,081+18.0% | $3,356+78.7% |
| Admin fee / account holder | $26 | $102-74.9% | $13,412-99.8% | $115-77.8% |