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 15 · EIN 01-0233346 | Recordkeeping | $7,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,904 | $74,661-35.8% | $160,784-70.2% | $67,986-29.5% |
| Participation rate | 86.8% | 57.1%+29.6pp | 77.0%+9.8pp | 57.2%+29.5pp |
| Annual return | 10.45% | 28.83%-18.4pp | 1803.92%-1793.5pp | 31.67%-21.2pp |
| Employer contribution / active EE | $478 | $1,829-73.9% | $3,733-87.2% | $2,019-76.3% |
| Participant deferral / active EE | $3,670 | $3,681-0.3% | $6,293-41.7% | $3,358+9.3% |
| Admin fee / account holder | $442 | $3,959-88.8% | $9,717-95.5% | $3,203-86.2% |