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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $363,836 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
NATIONAL FINANCIAL SERVICES3 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 | $43,539 | $58,644-25.8% | $178,505-75.6% | $200,096-78.2% |
| Participation rate | 94.6% | 65.5%+29.1pp | 77.1%+17.5pp | 72.0%+22.6pp |
| Annual return | 15.52% | 19.25%-3.7pp | 27.16%-11.6pp | 34.26%-18.7pp |
| Employer contribution / active EE | $1,793 | $1,801-0.5% | $3,955-54.7% | $3,038-41.0% |
| Participant deferral / active EE | $8,107 | $4,248+90.9% | $6,280+29.1% | $5,090+59.3% |
| Admin fee / account holder | $80 | $145-45.1% | $10,428-99.2% | $269-70.4% |