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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $188,506 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $37,552 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,091 | $42,504-29.2% | $160,037-81.2% | $77,906-61.4% |
| Participation rate | 98.1% | 66.9%+31.2pp | 78.0%+20.1pp | 73.7%+24.4pp |
| Annual return | -17.39% | -12.43%-5.0pp | 408.95%-426.3pp | 12.16%-29.5pp |
| Employer contribution / active EE | $2,093 | $1,684+24.3% | $4,226-50.5% | $2,846-26.5% |
| Participant deferral / active EE | $3,388 | $3,919-13.6% | $6,184-45.2% | $4,805-29.5% |
| Admin fee / account holder | $100 | $98+2.3% | $8,716-98.9% | $133-24.7% |