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 64 · EIN 04-2647786 | Recordkeeping Fees | $7,941 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $275,622 | $54,045+410.0% | $115,167+139.3% | $65,186+322.8% |
| Participation rate | 95.8% | 63.5%+32.3pp | 75.9%+19.9pp | 70.2%+25.6pp |
| Annual return | 19.91% | 26.55%-6.6pp | 35.60%-15.7pp | 29.39%-9.5pp |
| Employer contribution / active EE | $7,078 | $1,653+328.2% | $3,179+122.6% | $2,177+225.2% |
| Participant deferral / active EE | $9,601 | $2,504+283.4% | $4,169+130.3% | $3,514+173.2% |
| Admin fee / account holder | $70 | $626-88.7% | $7,089-99.0% | $847-91.7% |