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 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $128,387 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $56,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,289 | $37,044+195.0% | $71,796+52.2% | $57,658+89.5% |
| Participation rate | 82.6% | 61.1%+21.5pp | 69.1%+13.5pp | 70.2%+12.4pp |
| Annual return | 8.96% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,429 | $720+98.5% | $1,924-25.7% | $1,974-27.6% |
| Participant deferral / active EE | $6,431 | $1,974+225.8% | $2,794+130.1% | $3,061+110.1% |
| Admin fee / account holder | $513 | $101+408.1% | $4,815-89.3% | $95+442.5% |