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 06-1050034 | Contract Administrator | $601,335 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $60,000 |
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 | $50,353 | $134,045-62.4% | $80,022-37.1% | $75,289-33.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 75.8%+24.2pp | 72.4%+27.6pp |
| Annual return | -4.61% | -0.56%-4.0pp | 11.22%-15.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,467 | $3,492-58.0% | $2,468-40.6% | $2,405-39.0% |
| Participant deferral / active EE | $3,658 | $4,976-26.5% | $3,686-0.8% | $3,739-2.2% |
| Admin fee / account holder | $120 | $124-2.9% | $6,521-98.2% | $102+17.5% |