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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $32,907 |
NATIONAL FINANCIAL SERVICES8+ 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 | $45,442 | $72,303-37.2% | $86,698-47.6% | $64,824-29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.05% | 392.77%-407.8pp | 35.96%-51.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,896 | $2,393-20.7% | $2,837-33.1% | $2,507-24.4% |
| Participant deferral / active EE | $4,749 | $4,660+1.9% | $4,656+2.0% | $4,311+10.2% |
| Admin fee / account holder | $112 | $174-35.7% | $7,492-98.5% | $188-40.4% |