Filed February 12, 2025
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 30-0219031 | Recordkeeping | $107,381 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,203 | $185,342-44.3% | $111,308-7.3% | $86,821+18.9% |
| Participation rate | 98.5% | 81.0%+17.6pp | 77.3%+21.2pp | 72.3%+26.2pp |
| Annual return | 14.38% | 500.80%-486.4pp | 54.67%-40.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $2,150 | $2,246-4.3% | $2,732-21.3% | $2,406-10.6% |
| Participant deferral / active EE | $3,365 | $4,458-24.5% | $4,487-25.0% | $4,132-18.5% |
| Admin fee / account holder | $167 | $255-34.6% | $7,965-97.9% | $170-1.5% |