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 27 · EIN 93-0987232 | Advisory (Plan) | $39,287 |
ROGOFF & COMPANY PC1 year Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,848 | $99,957+122.9% | $149,745+48.8% | $73,497+203.2% |
| Participation rate | 68.8% | 75.7%-6.9pp | 82.5%-13.6pp | 70.7%-1.8pp |
| Annual return | 23.36% | 53.87%-30.5pp | 276.72%-253.4pp | 28.51%-5.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,908 | $6,073+30.2% | $6,843+15.6% | $3,740+111.4% |
| Admin fee / account holder | $286 | $551-48.0% | $9,312-96.9% | $513-44.2% |