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 13 · EIN 42-0127290 | Contract Administrator | $28,887 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,474 |
JAMES M. BABIC, PC1 year Filed as: JAMES M BABIC PC Service code 10 · EIN 20-0713860 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,396 | $52,722-38.6% | $90,440-64.2% | $73,412-55.9% |
| Participation rate | 58.6% | 67.7%-9.1pp | 72.7%-14.1pp | 72.2%-13.5pp |
| Annual return | 17.89% | 20.70%-2.8pp | 1294.38%-1276.5pp | 59.30%-41.4pp |
| Employer contribution / active EE | $772 | $1,872-58.7% | $3,263-76.3% | $2,234-65.4% |
| Participant deferral / active EE | $2,473 | $2,810-12.0% | $3,964-37.6% | $3,806-35.0% |
| Admin fee / account holder | $172 | $117+47.1% | $5,615-96.9% | $158+8.8% |