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 16-1450952 | Recordkeeping | $256,592 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,645 | $62,928-5.2% | $172,752-65.5% | $67,579-11.7% |
| Participation rate | 97.0% | 64.5%+32.5pp | 82.6%+14.4pp | 71.3%+25.7pp |
| Annual return | 20.29% | 30.36%-10.1pp | 802.97%-782.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $2,016 | $1,636+23.2% | $5,144-60.8% | $2,148-6.1% |
| Participant deferral / active EE | $4,791 | $2,145+123.4% | $5,198-7.8% | $3,539+35.4% |
| Admin fee / account holder | $278 | $167+66.8% | $13,955-98.0% | $142+95.4% |