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 | Direct payment from the plan; Partici... | $119,555 |
TRUENORTH, INC.3+ years Service code 16 · EIN 48-1233289 | Consulting | $48,750 |
NATIONAL FINANCIAL SERVICES3+ 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).
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 | $56,963 | $46,100+23.6% | $86,590-34.2% | $69,631-18.2% |
| Participation rate | 92.4% | 67.2%+25.3pp | 73.5%+18.9pp | 70.7%+21.8pp |
| Annual return | 19.36% | 21.02%-1.7pp | 964.84%-945.5pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $4,708 | $1,850+154.5% | $2,839+65.8% | $2,032+131.7% |
| Participant deferral / active EE | $5,069 | $2,432+108.5% | $3,609+40.5% | $3,224+57.2% |
| Admin fee / account holder | $166 | $94+76.5% | $4,906-96.6% | $110+49.9% |