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 | $29,152 |
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 | $69,166 | $72,770-5.0% | $67,652+2.2% | $55,191+25.3% |
| Participation rate | 93.5% | 78.8%+14.7pp | 75.7%+17.8pp | 69.2%+24.3pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.40%-6624.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,028 | $1,769+71.2% | $2,266+33.7% | $1,899+59.5% |
| Participant deferral / active EE | $6,024 | $3,408+76.7% | $3,560+69.2% | $3,046+97.7% |
| Admin fee / account holder | $10 | $79-87.4% | $4,821-99.8% | $91-89.0% |