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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $36,551 | $53,596-31.8% | $90,657-59.7% | $64,173-43.0% |
| Participation rate | 70.4% | 64.5%+5.9pp | 74.0%-3.6pp | 69.6%+0.8pp |
| Annual return | -3.83% | 4.41%-8.2pp | 1.89%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,244 | $1,503-17.2% | $2,532-50.9% | $2,381-47.8% |
| Participant deferral / active EE | $2,268 | $2,459-7.8% | $3,424-33.8% | $3,470-34.6% |
| Admin fee / account holder | $40 | $3,868-99.0% | $4,994-99.2% | $4,887-99.2% |