Filed March 28, 2018
Total covered: 12 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $112,512 |
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 | $38,268 | $44,989-14.9% | $170,435-77.5% | $77,958-50.9% |
| Participation rate | 77.3% | 64.6%+12.7pp | 83.6%-6.3pp | 71.6%+5.7pp |
| Annual return | 16.52% | 19.61%-3.1pp | 205.94%-189.4pp | 20.87%-4.4pp |
| Employer contribution / active EE | $883 | $1,466-39.8% | $5,432-83.8% | $2,310-61.8% |
| Participant deferral / active EE | $2,354 | $2,208+6.6% | $4,939-52.3% | $3,537-33.4% |
| Admin fee / account holder | $50 | $69-27.4% | $13,881-99.6% | $97-48.6% |