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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $19,101 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,900 | $68,408-63.6% | $57,196-56.5% | $57,658-56.8% |
| Participation rate | 99.2% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.0pp |
| Annual return | 20.24% | 8.51%+11.7pp | 14.59%+5.6pp | 5.13%+15.1pp |
| Employer contribution / active EE | $4,545 | $2,869+58.4% | $2,683+69.4% | $1,974+130.3% |
| Participant deferral / active EE | $5,560 | $2,903+91.5% | $3,096+79.6% | $3,061+81.7% |
| Admin fee / account holder | $41 | $70-40.5% | $3,141-98.7% | $95-56.2% |