Filed June 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $47,151 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $26,871 | $81,537-67.0% | $149,716-82.1% | $69,631-61.4% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.1%+5.8pp | 70.7%+22.2pp |
| Annual return | 21.94% | 22.79%-0.8pp | 1501.67%-1479.7pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $4,222 | $3,239+30.3% | $5,444-22.5% | $2,032+107.7% |
| Participant deferral / active EE | $4,797 | $4,994-4.0% | $6,568-27.0% | $3,224+48.8% |
| Admin fee / account holder | $85 | $107-20.5% | $11,282-99.2% | $110-23.1% |