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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $116,275 |
NATIONAL FINANCIAL SERVICES9 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).
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 | $87,498 | $65,960+32.7% | $81,882+6.9% | $77,762+12.5% |
| Participation rate | 96.9% | 65.8%+31.1pp | 72.4%+24.5pp | 70.6%+26.3pp |
| Annual return | 13.65% | 26.64%-13.0pp | 779.47%-765.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $5,563 | $2,375+134.2% | $2,916+90.8% | $2,728+103.9% |
| Participant deferral / active EE | $9,988 | $3,505+184.9% | $4,323+131.0% | $4,651+114.8% |
| Admin fee / account holder | $148 | $526-71.9% | $7,360-98.0% | $433-65.8% |