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 13 · EIN 42-0127290 | Contract Administrator | $18,138 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,737 | $63,114-73.5% | $92,915-82.0% | $65,186-74.3% |
| Participation rate | 74.2% | 68.8%+5.4pp | 76.0%-1.8pp | 70.2%+4.0pp |
| Annual return | 30.22% | 28.75%+1.5pp | 109.45%-79.2pp | 29.39%+0.8pp |
| Employer contribution / active EE | $1,013 | $2,571-60.6% | $3,653-72.3% | $2,177-53.5% |
| Participant deferral / active EE | $2,556 | $3,108-17.8% | $4,238-39.7% | $3,514-27.3% |
| Admin fee / account holder | $174 | $624-72.0% | $5,796-97.0% | $847-79.4% |