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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $93,813 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $28,227 | $45,000-37.3% | $143,797-80.4% | $77,906-63.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.80% | 29.03%-43.8pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $714 | $1,870-61.8% | $4,952-85.6% | $2,846-74.9% |
| Participant deferral / active EE | $3,575 | $3,157+13.3% | $5,638-36.6% | $4,805-25.6% |
| Admin fee / account holder | $56 | $98-42.6% | $14,679-99.6% | $133-57.4% |