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 | Account maintenance fees; Direct paym... | $136,549 |
FARBER HASS HURLEY LLP1 year Service code 10 · EIN 20-4207759 | Accounting | $20,676 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,500 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLP Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,883 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $27,151 | $53,925-49.7% | $75,501-64.0% | $69,631-61.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 20.78% | 17.84%+2.9pp | 27.35%-6.6pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,368 | $1,802-24.1% | $2,352-41.8% | $2,032-32.7% |
| Participant deferral / active EE | $3,041 | $2,569+18.4% | $3,142-3.2% | $3,224-5.7% |
| Admin fee / account holder | $217 | $97+124.0% | $5,801-96.3% | $110+96.9% |