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 |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH3+ years Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,392 | $60,545-49.8% | $92,240-67.1% | $69,631-56.4% |
| Participation rate | 67.9% | 72.2%-4.3pp | 76.5%-8.6pp | 70.7%-2.8pp |
| Annual return | 11.44% | 19.71%-8.3pp | 176.29%-164.8pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $358 | $2,633-86.4% | $3,680-90.3% | $2,032-82.4% |
| Participant deferral / active EE | $1,704 | $2,828-39.7% | $3,897-56.3% | $3,224-47.1% |
| Admin fee / account holder | $72 | $145-50.6% | $5,194-98.6% | $110-35.2% |