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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $75,716 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,213 | $94,833-7.0% | $75,717+16.5% | $86,813+1.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 11.89% | 16.91%-5.0pp | 104.58%-92.7pp | 97.93%-86.0pp |
| Employer contribution / active EE | $2,875 | $2,904-1.0% | $2,743+4.8% | $2,406+19.5% |
| Participant deferral / active EE | $4,173 | $3,632+14.9% | $3,821+9.2% | $4,131+1.0% |
| Admin fee / account holder | $118 | $109+8.9% | $3,619-96.7% | $170-30.2% |