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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 4401 STARKEY RD · ROANOKE, VA 24018 | Securities brokerage commissions and ... | $0 |
Service code 11 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Actuarial | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $105,125-100.0% | $157,995-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 41.3%-41.3pp | 14.6%-14.6pp |
| Annual return | -49.73% | 1298.66%-1348.4pp | 83.75%-133.5pp | 10.56%-60.3pp |
| Employer contribution / active EE | $42,775 | $13,000+229.0% | $41,592+2.8% | $13,643+213.5% |
| Participant deferral / active EE | $0 | $63-100.0% | $77-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $678-100.0% | $3,354-100.0% |