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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $124,960 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,505 | $102,197-33.9% | $142,516-52.6% | $74,460-9.3% |
| Participation rate | 99.2% | 79.8%+19.3pp | 76.8%+22.4pp | 70.7%+28.4pp |
| Annual return | 18.14% | 19.73%-1.6pp | 19.99%-1.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,420 | $5,052-12.5% | $4,849-8.8% | $2,638+67.5% |
| Participant deferral / active EE | $9,536 | $6,304+51.3% | $6,280+51.9% | $4,530+110.5% |
| Admin fee / account holder | $102 | $186-45.0% | $10,008-99.0% | $348-70.6% |