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 43-1451524 | Advisory (Plan) | $55,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,419 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,569 | $101,591-3.0% | $147,096-33.0% | $74,429+32.4% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 25.15% | 8746.45%-8721.3pp | 419.75%-394.6pp | 1368.38%-1343.2pp |
| Employer contribution / active EE | $5,128 | $3,813+34.5% | $4,936+3.9% | $2,625+95.3% |
| Participant deferral / active EE | $14,535 | $7,302+99.0% | $8,071+80.1% | $4,348+234.3% |
| Admin fee / account holder | $367 | $1,750-79.0% | $13,005-97.2% | $1,944-81.1% |