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 |
|---|---|---|
GBQ PARTNERS1+ years Filed as: GBQ PARTNERS LLC Service code 10 230 WEST ST · COLUMBUS, OH 43215 | Accounting | $8,700 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,794 |
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).
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 | $37,786 | $112,315-66.4% | $81,367-53.6% | $55,191-31.5% |
| Participation rate | 85.0% | 88.0%-3.0pp | 82.3%+2.7pp | 69.2%+15.9pp |
| Annual return | 2.14% | 0.62%+1.5pp | -0.92%+3.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,338 | $4,239-44.8% | $3,930-40.5% | $1,899+23.2% |
| Participant deferral / active EE | $4,373 | $6,435-32.0% | $5,383-18.8% | $3,046+43.6% |
| Admin fee / account holder | $21 | $83-74.9% | $8,926-99.8% | $91-77.0% |