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 01-0233346 | Recordkeeping | $1,321 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,058 | $65,453-17.4% | $86,691-37.6% | $66,930-19.2% |
| Participation rate | 93.3% | 75.5%+17.8pp | 76.6%+16.7pp | 69.8%+23.5pp |
| Annual return | -18.32% | -10.89%-7.4pp | 35.94%-54.3pp | 1.57%-19.9pp |
| Employer contribution / active EE | $2,836 | $2,154+31.7% | $2,8370% | $2,545+11.5% |
| Participant deferral / active EE | $6,073 | $4,102+48.1% | $4,656+30.4% | $4,238+43.3% |
| Admin fee / account holder | $152 | $642-76.3% | $7,492-98.0% | $593-74.3% |