Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,714 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,005 | $42,909-51.0% | $152,093-86.2% | $71,012-70.4% |
| Participation rate | 91.0% | 54.7%+36.3pp | 77.8%+13.2pp | 58.6%+32.4pp |
| Annual return | 19.04% | 30.57%-11.5pp | 66.36%-47.3pp | 37.67%-18.6pp |
| Employer contribution / active EE | $1,418 | $1,369+3.6% | $4,175-66.0% | $2,348-39.6% |
| Participant deferral / active EE | $3,144 | $1,904+65.1% | $5,451-42.3% | $3,246-3.1% |
| Admin fee / account holder | $20 | $1,014-98.1% | $14,497-99.9% | $1,167-98.3% |