Filed May 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $63,781 |
NATIONAL FINANCIAL SERVICES2+ 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 | $30,204 | $68,408-55.8% | $57,196-47.2% | $57,658-47.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 8.92% | 8.51%+0.4pp | 14.59%-5.7pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,711 | $2,869+29.4% | $2,683+38.3% | $1,974+88.0% |
| Participant deferral / active EE | $2,827 | $2,903-2.6% | $3,096-8.7% | $3,061-7.6% |
| Admin fee / account holder | $45 | $70-35.2% | $3,141-98.6% | $95-52.3% |