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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,693 |
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 | $74,368 | $106,247-30.0% | $147,096-49.4% | $77,714-4.3% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 23.10% | 56.87%-33.8pp | 419.75%-396.7pp | 31.26%-8.2pp |
| Employer contribution / active EE | $10,037 | $4,069+146.7% | $4,936+103.4% | $2,727+268.1% |
| Participant deferral / active EE | $17,880 | $7,996+123.6% | $8,071+121.5% | $4,649+284.6% |
| Admin fee / account holder | $101 | $338-70.2% | $13,005-99.2% | $433-76.8% |