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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $67,588 |
NATIONAL FINANCIAL SERVICES3 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,522 | $56,095-45.6% | $178,503-82.9% | $90,274-66.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 10.44% | 28.81%-18.4pp | 151.12%-140.7pp | 53.97%-43.5pp |
| Employer contribution / active EE | $724 | $1,572-54.0% | $5,011-85.6% | $2,523-71.3% |
| Participant deferral / active EE | $3,060 | $2,669+14.7% | $5,202-41.2% | $4,231-27.7% |
| Admin fee / account holder | $44 | $101-56.6% | $13,987-99.7% | $114-61.7% |