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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $7,729 |
NATIONAL FINANCIAL SERVICES9+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,679 | $55,437-73.5% | $155,534-90.6% | $74,459-80.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.01% | 269.58%-253.6pp | 64.92%-48.9pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,304 | $2,266-42.4% | $4,675-72.1% | $2,626-50.3% |
| Participant deferral / active EE | $1,571 | $2,837-44.6% | $5,630-72.1% | $4,350-63.9% |
| Admin fee / account holder | $42 | $1,742-97.6% | $15,900-99.7% | $1,945-97.9% |