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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $88,140 |
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).
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 | $53,872 | $43,999+22.4% | $79,466-32.2% | $55,725-3.3% |
| Participation rate | 79.9% | 66.9%+12.9pp | 73.3%+6.5pp | 70.9%+9.0pp |
| Annual return | -4.96% | 1.81%-6.8pp | 718.28%-723.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,638 | $1,830+98.9% | $2,800+29.9% | $2,078+75.1% |
| Participant deferral / active EE | $4,746 | $2,538+87.0% | $3,704+28.1% | $3,356+41.4% |
| Admin fee / account holder | $130 | $118+10.7% | $5,104-97.4% | $115+13.0% |