Filed July 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $54,166 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,307 | $62,541-83.5% | $129,384-92.0% | $199,960-94.8% |
| Participation rate | 100.0% | 56.8%+43.2pp | 69.6%+30.4pp | 72.0%+28.0pp |
| Annual return | 14.58% | 16.95%-2.4pp | 9461.77%-9447.2pp | 34.28%-19.7pp |
| Employer contribution / active EE | $750 | $2,392-68.7% | $4,153-81.9% | $3,036-75.3% |
| Participant deferral / active EE | $3,682 | $3,123+17.9% | $4,166-11.6% | $5,087-27.6% |
| Admin fee / account holder | $32 | $167-81.0% | $7,686-99.6% | $269-88.2% |