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 |
|---|---|---|
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $145,087 |
JOHNSON LAMBERT LLP2+ years Service code 10 · EIN 52-1446779 | Accounting | $11,450 |
RUSSELL TRUST COMPANY2+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $6,580 |
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 | $116,633 | $80,354+45.1% | $133,975-12.9% | $63,975+82.3% |
| Participation rate | 96.4% | 87.5%+8.9pp | 87.1%+9.4pp | 71.1%+25.3pp |
| Annual return | 7.18% | 13.11%-5.9pp | 29.29%-22.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $8,564 | $3,503+144.5% | $5,211+64.3% | $2,182+292.5% |
| Participant deferral / active EE | $3,952 | $5,239-24.6% | $6,282-37.1% | $3,356+17.8% |
| Admin fee / account holder | $101 | $69+46.3% | $9,324-98.9% | $70+44.0% |