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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,049 | $32,425-38.2% | $74,577-73.1% | $55,167-63.7% |
| Participation rate | 98.6% | 54.0%+44.6pp | 68.1%+30.5pp | 69.0%+29.7pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,423 | $1,043+36.4% | $2,525-43.6% | $1,963-27.5% |
| Participant deferral / active EE | $4,844 | $1,995+142.8% | $3,458+40.1% | $3,054+58.6% |
| Admin fee / account holder | $3 | $748-99.6% | $4,138-99.9% | $504-99.4% |