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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $13,069 |
NATIONAL FINANCIAL SERVICES4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,016 | $51,166-57.0% | $70,544-68.8% | $71,511-69.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 16.39% | 42.71%-26.3pp | 32.79%-16.4pp | 28.86%-12.5pp |
| Employer contribution / active EE | $709 | $1,793-60.5% | $2,976-76.2% | $2,589-72.6% |
| Participant deferral / active EE | $2,752 | $3,031-9.2% | $4,568-39.8% | $4,291-35.9% |
| Admin fee / account holder | $52 | $2,000-97.4% | $6,427-99.2% | $1,588-96.7% |