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 49 · EIN 42-1557118 | Other Services | $54,378 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,413 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 70 · EIN 91-0189318 | Consulting Fees | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,723 | $37,026+31.6% | $78,778-38.2% | $177,276-72.5% |
| Participation rate | 28.6% | 54.2%-25.6pp | 69.2%-40.6pp | 74.8%-46.2pp |
| Annual return | 15.01% | 16.20%-1.2pp | 35.62%-20.6pp | 21.25%-6.2pp |
| Employer contribution / active EE | $420 | $730-42.5% | $1,986-78.9% | $2,479-83.1% |
| Participant deferral / active EE | $911 | $1,412-35.5% | $2,958-69.2% | $3,881-76.5% |
| Admin fee / account holder | $42 | $77-45.4% | $5,134-99.2% | $154-72.9% |