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 |
|---|---|---|
JANZ & KNIGHT2 years Service code 70 300 EAST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 483042377 | Consulting Fees | $12,111 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $366,029 | $86,341+323.9% | $125,192+192.4% | $65,185+461.5% |
| Participation rate | 96.2% | 75.3%+20.9pp | 79.8%+16.4pp | 70.2%+26.0pp |
| Annual return | 17.64% | 27.44%-9.8pp | 43.79%-26.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $27,667 | $2,040+1256.6% | $3,866+615.7% | $2,177+1171.1% |
| Participant deferral / active EE | $7,576 | $3,538+114.1% | $4,937+53.4% | $3,514+115.6% |
| Admin fee / account holder | $136 | $609-77.8% | $9,704-98.6% | $847-84.0% |