Filed June 1, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $731,111 |
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).
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 | $50,706 | $92,153-45.0% | $76,667-33.9% | $82,204-38.3% |
| Participation rate | 99.9% | 79.4%+20.4pp | 72.1%+27.8pp | 73.4%+26.5pp |
| Annual return | 20.41% | 21.12%-0.7pp | 1166.74%-1146.3pp | 26.31%-5.9pp |
| Employer contribution / active EE | $2,210 | $3,043-27.4% | $2,303-4.0% | $2,707-18.4% |
| Participant deferral / active EE | $3,346 | $4,304-22.3% | $3,336+0.3% | $4,246-21.2% |
| Admin fee / account holder | $74 | $70+5.5% | $6,423-98.8% | $76-2.0% |