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 13 · EIN 42-0127290 | Contract Administrator | $47,734 |
COURIER CAPITAL2 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $18,016 |
NOWICKI AND COMPANY, LLP1 year Filed as: NOWICKI AND COMPANY Service code 10 · EIN 16-1491885 | Accounting | $7,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,498 | $40,522+29.6% | $84,637-38.0% | $67,582-22.3% |
| Participation rate | 68.2% | 51.1%+17.1pp | 68.2%0pp | 71.3%-3.1pp |
| Annual return | 19.58% | 32.72%-13.1pp | 258.82%-239.2pp | 378.57%-359.0pp |
| Employer contribution / active EE | $1,018 | $1,146-11.2% | $2,653-61.7% | $2,148-52.6% |
| Participant deferral / active EE | $2,556 | $2,132+19.9% | $3,900-34.5% | $3,539-27.8% |
| Admin fee / account holder | $146 | $145+0.2% | $4,914-97.0% | $142+2.3% |