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 19 · EIN 51-0396365 | Securities Custodian | $13,964 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,012 | $55,446-38.7% | $155,574-78.1% | $74,429-54.3% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 14.23% | 269.20%-255.0pp | 64.87%-50.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,378 | $2,266+5.0% | $4,676-49.1% | $2,625-9.4% |
| Participant deferral / active EE | $3,164 | $2,836+11.6% | $5,629-43.8% | $4,348-27.2% |
| Admin fee / account holder | $37 | $1,743-97.9% | $15,914-99.8% | $1,944-98.1% |