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 52 · EIN 04-1590850 | Indirect Investment Fees | $31,605 |
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 | $104,822 | $58,758+78.4% | $69,779+50.2% | $63,975+63.8% |
| Participation rate | 95.5% | 77.5%+18.0pp | 71.8%+23.7pp | 71.1%+24.4pp |
| Annual return | 8.50% | 18.05%-9.5pp | 12.99%-4.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $5,578 | $1,973+182.8% | $2,338+138.5% | $2,182+155.7% |
| Participant deferral / active EE | $5,422 | $2,912+86.2% | $2,931+85.0% | $3,356+61.6% |
| Admin fee / account holder | $26 | $71-63.5% | $4,381-99.4% | $70-63.2% |