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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,033 |
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,467 | $42,548+32.7% | $74,551-24.3% | $56,289+0.3% |
| Participation rate | 74.1% | 60.5%+13.6pp | 69.1%+5.0pp | 69.9%+4.3pp |
| Annual return | 20.55% | 12.40%+8.2pp | 32.53%-12.0pp | -9.96%+30.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,744 | $2,277+20.5% | $3,108-11.7% | $3,350-18.1% |
| Admin fee / account holder | $5 | $467-99.0% | $5,059-99.9% | $521-99.1% |