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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $71,298 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,126 | $62,928-52.1% | $172,755-82.6% | $67,579-55.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 23.59% | 30.36%-6.8pp | 802.94%-779.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,108 | $1,636+89.9% | $5,144-39.6% | $2,148+44.7% |
| Participant deferral / active EE | $5,122 | $2,145+138.8% | $5,198-1.5% | $3,539+44.7% |
| Admin fee / account holder | $41 | $167-75.3% | $13,955-99.7% | $142-71.0% |