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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $88,896 |
CITIGROUP GLOBAL MARKETS INC3+ years Filed as: CITIGROUP MSSB Service code 16 · EIN 13-3689044 | Consulting | $53,328 |
Filed as: ROBINSON, GRIMES & COMPANY Service code 10 · EIN 58-1374304 | Accounting | $19,750 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $124 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $41,633 | $46,173-9.8% | $170,436-75.6% | $69,631-40.2% |
| Participation rate | 82.7% | 63.9%+18.8pp | 83.6%-0.9pp | 70.7%+12.0pp |
| Annual return | 14.36% | 21.62%-7.3pp | 205.94%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,441 | $1,610-10.5% | $5,433-73.5% | $2,032-29.1% |
| Participant deferral / active EE | $2,900 | $2,080+39.4% | $4,939-41.3% | $3,224-10.0% |
| Admin fee / account holder | $172 | $116+48.5% | $13,880-98.8% | $110+55.9% |