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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $126,174 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,990 | $56,540-15.1% | $185,851-74.2% | $86,821-44.7% |
| Participation rate | 81.4% | 65.5%+15.8pp | 81.7%-0.3pp | 72.3%+9.1pp |
| Annual return | 12.97% | 118.20%-105.2pp | 122.11%-109.1pp | 97.94%-85.0pp |
| Employer contribution / active EE | $1,041 | $1,844-43.6% | $5,168-79.9% | $2,406-56.7% |
| Participant deferral / active EE | $3,303 | $2,555+29.2% | $5,569-40.7% | $4,132-20.1% |
| Admin fee / account holder | $155 | $150+3.8% | $16,245-99.0% | $170-8.4% |