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| Provider | Service type | Compensation |
|---|---|---|
GATE KEY FINANCIAL2 years Service code 99 · EIN 84-2844531 | Other Fees | $0 |
Filed as: NATIONAL BENEFIT SERVICES Service code 49 · EIN 71-0294708 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,990 | $82,202-74.5% | $125,339-83.3% | $64,808-67.6% |
| Participation rate | 83.6% | 77.9%+5.8pp | 82.4%+1.3pp | 71.5%+12.2pp |
| Annual return | -20.67% | 3.48%-24.1pp | 572.05%-592.7pp | 32.82%-53.5pp |
| Employer contribution / active EE | $1,957 | $3,615-45.9% | $4,814-59.3% | $2,506-21.9% |
| Participant deferral / active EE | $5,400 | $7,175-24.7% | $7,446-27.5% | $4,310+25.3% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |