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 | $6,571 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,333 | $47,977-78.5% | $154,108-93.3% | $56,289-81.6% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.1pp | 69.9%+12.1pp |
| Annual return | 697.73% | 3.54%+694.2pp | 735.21%-37.5pp | -9.96%+707.7pp |
| Employer contribution / active EE | $769 | $2,169-64.6% | $5,298-85.5% | $2,111-63.6% |
| Participant deferral / active EE | $980 | $2,392-59.0% | $5,081-80.7% | $3,350-70.7% |
| Admin fee / account holder | $33 | $438-92.5% | $13,411-99.8% | $521-93.7% |