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 30-0219031 | Recordkeeping | $37,489 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,742 | $45,343+11.9% | $150,298-66.2% | $67,986-25.4% |
| Participation rate | 71.7% | 51.9%+19.8pp | 77.8%-6.1pp | 57.2%+14.5pp |
| Annual return | 20.33% | 33.28%-12.9pp | 62.79%-42.5pp | 31.67%-11.3pp |
| Employer contribution / active EE | $1,932 | $1,462+32.2% | $4,154-53.5% | $2,019-4.3% |
| Participant deferral / active EE | $4,220 | $2,055+105.4% | $5,453-22.6% | $3,358+25.7% |
| Admin fee / account holder | $354 | $2,250-84.3% | $14,116-97.5% | $3,203-89.0% |