Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,842 |
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 | $43,404 | $42,396+2.4% | $67,313-35.5% | $56,289-22.9% |
| Participation rate | 96.3% | 61.0%+35.3pp | 69.1%+27.2pp | 69.9%+26.4pp |
| Annual return | -3.62% | -36.63%+33.0pp | -4.08%+0.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,283 | $1,414-9.2% | $2,566-50.0% | $2,111-39.2% |
| Participant deferral / active EE | $2,233 | $2,360-5.4% | $3,568-37.4% | $3,350-33.3% |
| Admin fee / account holder | $35 | $510-93.1% | $4,507-99.2% | $521-93.3% |