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 01-0233346 | Recordkeeping | $4,200 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,738 | $80,731-65.6% | $103,374-73.2% | $74,546-62.8% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 10.89% | 27.56%-16.7pp | 24.89%-14.0pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,527 | $3,158-51.6% | $3,869-60.5% | $2,624-41.8% |
| Participant deferral / active EE | $2,858 | $3,860-25.9% | $5,058-43.5% | $4,347-34.2% |
| Admin fee / account holder | $213 | $2,369-91.0% | $8,394-97.5% | $1,944-89.0% |