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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $133,407 |
NATIONAL FINANCIAL SERVICES3+ 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 | $39,129 | $69,305-43.5% | $82,313-52.5% | $69,631-43.8% |
| Participation rate | 78.9% | 80.3%-1.4pp | 76.9%+2.0pp | 70.7%+8.2pp |
| Annual return | 18.63% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,889 | $1,887+0.1% | $2,428-22.2% | $2,032-7.0% |
| Participant deferral / active EE | $3,354 | $3,568-6.0% | $3,706-9.5% | $3,224+4.0% |
| Admin fee / account holder | $138 | $97+42.0% | $5,608-97.5% | $110+24.9% |