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 |
|---|---|---|
SAIPH CAPITAL LLC2 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $26,684 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN Service code 99 · EIN 22-2027092 | Other Fees | $15,600 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
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 | $136,444 | $82,674+65.0% | $125,381+8.8% | $68,486+99.2% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,546 | $3,382-24.7% | $4,815-47.1% | $2,597-2.0% |
| Participant deferral / active EE | $9,471 | $6,111+55.0% | $7,448+27.2% | $4,028+135.1% |
| Admin fee / account holder | $347 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |