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 16-1450952 | Recordkeeping | $8,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,737 | $79,223+0.6% | $102,460-22.2% | $74,478+7.1% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.5pp |
| Annual return | 16.55% | 54.98%-38.4pp | 29.47%-12.9pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,274 | $2,363-46.1% | $3,025-57.9% | $2,626-51.5% |
| Participant deferral / active EE | $4,828 | $4,417+9.3% | $5,056-4.5% | $4,350+11.0% |
| Admin fee / account holder | $53 | $2,003-97.4% | $9,460-99.4% | $1,946-97.3% |