Filed June 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $800,090 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,224 | $225,489-77.7% | $81,930-38.7% | $93,223-46.1% |
| Participation rate | 98.4% | 80.7%+17.7pp | 72.0%+26.4pp | 74.9%+23.5pp |
| Annual return | 10.58% | 14.44%-3.9pp | 29.49%-18.9pp | 19.29%-8.7pp |
| Employer contribution / active EE | $2,243 | $3,151-28.8% | $4,310-48.0% | $2,680-16.3% |
| Participant deferral / active EE | $3,348 | $4,408-24.0% | $7,107-52.9% | $4,563-26.6% |
| Admin fee / account holder | $81 | $185-56.1% | $5,158-98.4% | $79+2.4% |