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 37 · EIN 04-2647786 | Loan Processing | $45,379 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,286 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $8,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,286 | $72,303-22.2% | $86,698-35.1% | $64,824-13.2% |
| Participation rate | 64.6% | 80.4%-15.9pp | 76.6%-12.0pp | 71.5%-6.9pp |
| Annual return | -16.21% | 392.77%-409.0pp | 35.96%-52.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $457 | $2,393-80.9% | $2,837-83.9% | $2,507-81.8% |
| Participant deferral / active EE | $3,188 | $4,660-31.6% | $4,656-31.5% | $4,311-26.0% |
| Admin fee / account holder | $309 | $174+77.4% | $7,492-95.9% | $188+64.3% |