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 12 · EIN 36-4212397 | Claims processing; Contract Administr... | $9,325 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $5,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,270 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,885 | $37,117-76.1% | $147,617-94.0% | $55,191-83.9% |
| Participation rate | 83.6% | 63.6%+20.0pp | 84.6%-1.0pp | 69.2%+14.4pp |
| Annual return | -2.82% | 3.44%-6.3pp | 61.98%-64.8pp | 10.78%-13.6pp |
| Employer contribution / active EE | $1,393 | $1,620-14.1% | $5,564-75.0% | $1,899-26.7% |
| Participant deferral / active EE | $727 | $1,985-63.4% | $4,895-85.2% | $3,046-76.1% |
| Admin fee / account holder | $29 | $86-66.6% | $11,612-99.8% | $91-68.5% |