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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $111,065 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $43,500 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $6,300 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,284 | $96,458+0.9% | $136,298-28.6% | $77,958+24.8% |
| Participation rate | 38.9% | 75.4%-36.5pp | 81.9%-43.0pp | 71.6%-32.7pp |
| Annual return | 15.40% | 23.78%-8.4pp | 5156.27%-5140.9pp | 20.87%-5.5pp |
| Employer contribution / active EE | $2,406 | $3,144-23.5% | $4,696-48.8% | $2,310+4.1% |
| Participant deferral / active EE | $4,417 | $5,902-25.2% | $6,247-29.3% | $3,537+24.9% |
| Admin fee / account holder | $235 | $80+191.9% | $9,244-97.5% | $97+141.1% |