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 | $3,730 |
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 | $39,258 | $99,957-60.7% | $149,730-73.8% | $73,493-46.6% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.5%+7.9pp | 70.7%+19.7pp |
| Annual return | 35.31% | 53.87%-18.6pp | 276.70%-241.4pp | 28.51%+6.8pp |
| Employer contribution / active EE | $4,174 | $3,191+30.8% | $4,645-10.2% | $2,270+83.8% |
| Participant deferral / active EE | $6,844 | $6,073+12.7% | $6,8430% | $3,740+83.0% |
| Admin fee / account holder | $15 | $551-97.2% | $9,310-99.8% | $513-97.0% |