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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Pension Consulting | $16,300 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $9,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,374 | $176,471-13.1% | $95,968+59.8% | $90,274+69.9% |
| Participation rate | 84.4% | 86.6%-2.1pp | 77.1%+7.3pp | 73.4%+11.1pp |
| Annual return | 17.70% | 20.15%-2.4pp | 91.65%-74.0pp | 53.97%-36.3pp |
| Employer contribution / active EE | $746 | $2,783-73.2% | $2,542-70.7% | $2,523-70.5% |
| Participant deferral / active EE | $7,945 | $5,325+49.2% | $4,167+90.7% | $4,231+87.8% |
| Admin fee / account holder | $81 | $154-47.3% | $6,798-98.8% | $114-28.7% |