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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $68,741 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,762 | $79,151-10.6% | $60,906+16.2% | $64,819+9.2% |
| Participation rate | 73.6% | 77.7%-4.1pp | 73.1%+0.5pp | 71.5%+2.2pp |
| Annual return | -13.36% | -7.12%-6.2pp | 16.94%-30.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $2,028 | $3,052-33.5% | $2,703-25.0% | $2,507-19.1% |
| Participant deferral / active EE | $3,028 | $3,727-18.8% | $3,814-20.6% | $4,311-29.8% |
| Admin fee / account holder | $105 | $106-0.9% | $3,227-96.8% | $188-44.2% |