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 35-0145825 | Recordkeeping | $10,594 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,500 | $99,957+15.5% | $149,745-22.9% | $73,497+57.2% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 11.62% | 53.87%-42.3pp | 276.72%-265.1pp | 28.51%-16.9pp |
| Employer contribution / active EE | $69 | $3,191-97.8% | $4,646-98.5% | $2,270-96.9% |
| Participant deferral / active EE | $6,033 | $6,073-0.7% | $6,843-11.8% | $3,740+61.3% |
| Admin fee / account holder | $4 | $551-99.2% | $9,312-100.0% | $513-99.2% |