Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $56,215 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,874 | $37,117-30.3% | $147,617-82.5% | $55,191-53.1% |
| Participation rate | 33.2% | 63.6%-30.4pp | 84.6%-51.5pp | 69.2%-36.0pp |
| Annual return | 1.80% | 3.44%-1.6pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $768 | $1,985-61.3% | $4,895-84.3% | $3,046-74.8% |
| Admin fee / account holder | $87 | $86+1.5% | $11,612-99.3% | $91-4.3% |