See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $685,005 |
THE CENTURION GROUP, LLC5+ years Service code 16 · EIN 20-8394397 | Consulting | $72,563 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $24,542 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,080 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,282 | $53,565+46.1% | $172,739-54.7% | $82,204-4.8% |
| Participation rate | 97.6% | 69.6%+27.9pp | 82.6%+14.9pp | 73.4%+24.2pp |
| Annual return | 25.06% | 31.42%-6.4pp | 802.84%-777.8pp | 26.31%-1.3pp |
| Employer contribution / active EE | $2,658 | $1,857+43.1% | $5,143-48.3% | $2,707-1.8% |
| Participant deferral / active EE | $5,139 | $3,006+71.0% | $5,198-1.1% | $4,246+21.0% |
| Admin fee / account holder | $101 | $61+64.1% | $13,954-99.3% | $76+33.3% |