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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $83,313 | $66,302+25.7% | $110,243-24.4% | $56,289+48.0% |
| Participation rate | 87.0% | 74.9%+12.1pp | 79.8%+7.2pp | 69.9%+17.2pp |
| Annual return | 10.17% | -1.18%+11.3pp | 314.76%-304.6pp | -9.96%+20.1pp |
| Employer contribution / active EE | $3,121 | $2,047+52.4% | $3,827-18.4% | $2,111+47.8% |
| Participant deferral / active EE | $3,486 | $3,381+3.1% | $4,672-25.4% | $3,350+4.1% |
| Admin fee / account holder | $108 | $698-84.5% | $8,548-98.7% | $521-79.2% |