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 | $96,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,810 | $70,917+149.3% | $98,920+78.7% | $73,497+140.6% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 17.83% | 34.18%-16.3pp | 196.47%-178.6pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,846 | $2,037+88.8% | $2,689+43.0% | $2,270+69.4% |
| Participant deferral / active EE | $4,368 | $3,501+24.8% | $4,245+2.9% | $3,740+16.8% |
| Admin fee / account holder | $640 | $535+19.6% | $6,643-90.4% | $513+24.6% |