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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $50,563 |
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 | $51,459 | $63,314-18.7% | $91,004-43.5% | $62,293-17.4% |
| Participation rate | 92.7% | 73.3%+19.4pp | 75.6%+17.1pp | 69.5%+23.2pp |
| Annual return | 18.69% | 21.00%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,408 | $1,807+33.2% | $2,456-1.9% | $2,042+17.9% |
| Participant deferral / active EE | $4,435 | $2,944+50.7% | $3,548+25.0% | $3,169+39.9% |
| Admin fee / account holder | $188 | $468-59.8% | $5,417-96.5% | $479-60.8% |