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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,134 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,222 |
Filed as: TYLER,SIMMS&ST.SAUVEUR,CPAS,PC Service code 10 · EIN 02-0476956 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,808 | $89,367+50.8% | $141,191-4.5% | $72,975+84.7% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.7pp | 69.5%+13.7pp |
| Annual return | 21.57% | 111.87%-90.3pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,230 | $5,419+51.9% | $6,710+22.7% | $3,608+128.1% |
| Admin fee / account holder | $494 | $5,957-91.7% | $10,264-95.2% | $5,124-90.4% |