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 | $12,232 |
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 | $46,853 | $140,800-66.7% | $89,340-47.6% | $79,634-41.2% |
| Participation rate | 93.0% | 61.9%+31.1pp | 69.6%+23.4pp | 62.5%+30.5pp |
| Annual return | 16.30% | 17.84%-1.5pp | 20.57%-4.3pp | 36.46%-20.2pp |
| Employer contribution / active EE | $2,249 | $2,021+11.3% | $2,231+0.8% | $2,529-11.1% |
| Participant deferral / active EE | $3,649 | $3,219+13.4% | $3,823-4.5% | $3,835-4.8% |
| Admin fee / account holder | $24 | $1,610-98.5% | $6,704-99.6% | $1,002-97.6% |