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 35-0145825 | Recordkeeping | $8,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $16,971 | $46,732-63.7% | $156,551-89.2% | $55,167-69.2% |
| Participation rate | 42.3% | 65.8%-23.5pp | 84.0%-41.7pp | 69.0%-26.7pp |
| Annual return | -0.85% | 17.72%-18.6pp | 32.23%-33.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $504 | $2,105-76.0% | $5,501-90.8% | $1,963-74.3% |
| Participant deferral / active EE | $990 | $2,204-55.1% | $4,871-79.7% | $3,054-67.6% |
| Admin fee / account holder | $80 | $418-81.0% | $13,028-99.4% | $504-84.2% |