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 |
|---|---|---|
Filed as: SAVILLE CPA'S & ADVISORS, LLC Service code 10 · EIN 90-0525804 | Accounting | $23,300 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 26 | Advisory (Participants) | $3,572 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,319 | $160,070-84.8% | $147,117-83.5% | $145,897-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $53,956 | $8,419+540.8% | $8,065+569.0% | $6,689+706.6% |
| Admin fee / account holder | $272 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |