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 |
|---|---|---|
FORVIS, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,000 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 16 · EIN 37-6572947 | Consulting | $15,000 |
Service code 16 · EIN 04-2530412 | Consulting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,832 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value 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 | $369,570 | $55,636+564.3% | $81,982+350.8% | $73,497+402.8% |
| Participation rate | 92.0% | 62.3%+29.7pp | 69.3%+22.7pp | 70.7%+21.3pp |
| Annual return | 18.76% | 19.07%-0.3pp | 41.31%-22.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $8,136 | $1,625+400.8% | $2,498+225.7% | $2,270+258.4% |
| Participant deferral / active EE | $10,794 | $2,762+290.8% | $3,722+190.0% | $3,740+188.6% |
| Admin fee / account holder | -$91 | $493-118.4% | $5,665-101.6% | $513-117.6% |