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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $229,029 |
NATIONAL FINANCIAL SERVICES3+ 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 | $35,512 | $67,228-47.2% | $117,861-69.9% | $77,958-54.4% |
| Participation rate | 89.8% | 79.4%+10.4pp | 79.7%+10.2pp | 71.6%+18.2pp |
| Annual return | 20.23% | 19.13%+1.1pp | 335.11%-314.9pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1,989 | $2,211-10.0% | $3,786-47.5% | $2,310-13.9% |
| Participant deferral / active EE | $4,947 | $3,653+35.4% | $4,482+10.4% | $3,537+39.9% |
| Admin fee / account holder | $54 | $76-29.2% | $8,021-99.3% | $97-44.8% |