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 | Finders' fees / placement fees; Recor... | $161,503 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,443 | $83,884-30.3% | $64,101-8.8% | $74,460-21.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 18.96% | 16.57%+2.4pp | 33.72%-14.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $6,089 | $3,084+97.5% | $2,749+121.5% | $2,638+130.8% |
| Participant deferral / active EE | $5,754 | $3,692+55.9% | $3,881+48.3% | $4,530+27.0% |
| Admin fee / account holder | $87 | $196-55.8% | $3,070-97.2% | $348-75.1% |