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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Distributi... | $86,438 |
NATIONAL FINANCIAL SERVICES5 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 | $68,918 | $52,722+30.7% | $90,430-23.8% | $73,412-6.1% |
| Participation rate | 90.7% | 67.7%+23.0pp | 72.7%+18.0pp | 72.2%+18.5pp |
| Annual return | 14.89% | 20.70%-5.8pp | 1293.73%-1278.8pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,239 | $1,872-33.8% | $3,262-62.0% | $2,234-44.5% |
| Participant deferral / active EE | $7,022 | $2,810+149.9% | $3,963+77.2% | $3,806+84.5% |
| Admin fee / account holder | $119 | $117+1.6% | $5,613-97.9% | $158-24.8% |