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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Sh... | $59,695 |
Service code 16 · EIN 20-8874282 | Consulting | $28,057 |
Service code 17 · EIN 25-1409618 | Pension Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $30,778 | $85,135-63.8% | $98,920-68.9% | $73,412-58.1% |
| Participation rate | 80.8% | 81.1%-0.3pp | 76.0%+4.8pp | 72.2%+8.6pp |
| Annual return | 12.13% | 19.14%-7.0pp | 196.47%-184.3pp | 59.30%-47.2pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,859 | $4,349-57.3% | $4,245-56.2% | $3,806-51.2% |
| Admin fee / account holder | $242 | $139+73.6% | $6,643-96.4% | $158+53.1% |