Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $176,670 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $16,990 |
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 | $35,475 | $56,095-36.8% | $178,503-80.1% | $90,274-60.7% |
| Participation rate | 88.5% | 65.6%+23.0pp | 81.9%+6.6pp | 73.4%+15.2pp |
| Annual return | 19.14% | 28.81%-9.7pp | 151.12%-132.0pp | 53.97%-34.8pp |
| Employer contribution / active EE | $1,644 | $1,572+4.5% | $5,011-67.2% | $2,523-34.9% |
| Participant deferral / active EE | $2,176 | $2,669-18.5% | $5,202-58.2% | $4,231-48.6% |
| Admin fee / account holder | $16 | $101-83.9% | $13,987-99.9% | $114-85.8% |