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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $8,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,800 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,233 | $60,165-44.8% | $74,184-55.2% | $55,167-39.8% |
| Participation rate | 63.0% | 74.2%-11.2pp | 76.6%-13.6pp | 69.0%-6.0pp |
| Annual return | 34.28% | 10.00%+24.3pp | 17.74%+16.5pp | 169.23%-134.9pp |
| Employer contribution / active EE | $1,251 | $1,600-21.8% | $2,370-47.2% | $1,963-36.3% |
| Participant deferral / active EE | $4,014 | $2,973+35.0% | $3,550+13.1% | $3,054+31.4% |
| Admin fee / account holder | $76 | $419-81.9% | $5,586-98.6% | $504-85.0% |