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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,689 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $3,628 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,623 | $56,443+0.3% | $83,850-32.5% | $55,725+1.6% |
| Participation rate | 24.0% | 72.0%-48.0pp | 76.1%-52.1pp | 70.9%-46.9pp |
| Annual return | -8.21% | 393.67%-401.9pp | 850.92%-859.1pp | 244.93%-253.1pp |
| Employer contribution / active EE | $447 | $2,682-83.3% | $3,631-87.7% | $2,078-78.5% |
| Participant deferral / active EE | $1,364 | $2,965-54.0% | $4,082-66.6% | $3,356-59.4% |
| Admin fee / account holder | $160 | $156+2.6% | $5,478-97.1% | $115+39.2% |