Filed July 13, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $86,226 |
TRUENORTH, INC.1+ years Service code 16 · EIN 48-1233289 | Consulting | $51,653 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,625 | $38,925+14.6% | $73,845-39.6% | $55,191-19.1% |
| Participation rate | 96.3% | 66.0%+30.3pp | 73.4%+22.9pp | 69.2%+27.2pp |
| Annual return | -0.46% | 6.31%-6.8pp | 2267.91%-2268.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,627 | $1,695+173.0% | $2,788+66.0% | $1,899+143.7% |
| Participant deferral / active EE | $4,822 | $2,351+105.1% | $3,583+34.6% | $3,046+58.3% |
| Admin fee / account holder | $148 | $83+78.9% | $4,881-97.0% | $91+63.3% |