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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $221,271 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 33 · EIN 84-0467907 | Securities brokerage commissions and ... | $26,797 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METLIFE LIFE INS CO Service code 50 11225 NORTH COMMUNITY HOUSE RD · CHARLOTTE, NC 28277 | Direct Payment | $25,894 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 50 · EIN 13-1614399 | Direct Payment | $1,142 |
NATIONAL FINANCIAL SERVICES4+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,348 | $50,169+26.3% | $149,740-57.7% | $80,187-21.0% |
| Participation rate | 78.8% | 64.3%+14.5pp | 78.8%0pp | 72.9%+5.8pp |
| Annual return | 27.68% | 29.82%-2.1pp | 134.51%-106.8pp | 40.40%-12.7pp |
| Employer contribution / active EE | $1,377 | $1,869-26.3% | $4,821-71.4% | $2,980-53.8% |
| Participant deferral / active EE | $2,989 | $3,194-6.4% | $5,683-47.4% | $5,016-40.4% |
| Admin fee / account holder | $65 | $153-57.7% | $13,222-99.5% | $145-55.5% |