Filed June 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $13,537 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,284 | $68,413-71.8% | $123,106-84.3% | $55,191-65.1% |
| Participation rate | 67.5% | 84.5%-17.0pp | 86.8%-19.3pp | 69.2%-1.7pp |
| Annual return | 24.08% | 6.30%+17.8pp | 13.22%+10.9pp | 10.78%+13.3pp |
| Employer contribution / active EE | $3,579 | $3,050+17.3% | $5,151-30.5% | $1,899+88.5% |
| Participant deferral / active EE | $3,315 | $4,490-26.2% | $6,229-46.8% | $3,046+8.8% |
| Admin fee / account holder | $33 | $88-62.4% | $9,015-99.6% | $91-63.7% |