Filed March 28, 2018
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $117,234 |
NATIONAL FINANCIAL SERVICES2+ 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 | $32,508 | $37,213-12.6% | $156,551-79.2% | $63,975-49.2% |
| Participation rate | 75.5% | 65.0%+10.6pp | 84.0%-8.5pp | 71.1%+4.4pp |
| Annual return | 9.11% | 47.89%-38.8pp | 32.23%-23.1pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,024 | $1,357-24.5% | $5,501-81.4% | $2,182-53.1% |
| Participant deferral / active EE | $2,019 | $2,070-2.5% | $4,871-58.6% | $3,356-39.9% |
| Admin fee / account holder | $51 | $56-9.5% | $13,028-99.6% | $70-27.7% |