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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $118,659 |
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).
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 | $14,644 | $23,119-36.7% | $71,089-79.4% | $75,289-80.6% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.6%+45.4pp | 72.4%+27.6pp |
| Annual return | -2.19% | -3.32%+1.1pp | 650.65%-652.8pp | -0.04%-2.2pp |
| Employer contribution / active EE | $606 | $399+51.8% | $1,088-44.3% | $2,405-74.8% |
| Participant deferral / active EE | $1,787 | $960+86.1% | $1,873-4.6% | $3,739-52.2% |
| Admin fee / account holder | $40 | $89-55.4% | $3,082-98.7% | $102-61.0% |