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 | $140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,691 | $65,566+47.5% | $86,235+12.1% | $75,177+28.6% |
| Participation rate | 71.9% | 60.5%+11.4pp | 69.0%+3.0pp | 67.2%+4.7pp |
| Annual return | -25.28% | 46.07%-71.4pp | 1170.03%-1195.3pp | 160.75%-186.0pp |
| Employer contribution / active EE | $2,554 | $1,553+64.4% | $2,381+7.2% | $2,671-4.4% |
| Participant deferral / active EE | $7,175 | $3,023+137.3% | $3,987+80.0% | $4,126+73.9% |
| Admin fee / account holder | $1,033 | $5,470-81.1% | $6,856-84.9% | $5,651-81.7% |