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 |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $150 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,043 | $127,387-65.4% | $115,038-61.7% | $125,389-64.9% |
| Participation rate | 90.5% | 84.2%+6.3pp | 81.4%+9.1pp | 83.2%+7.3pp |
| Annual return | -64.31% | 31.28%-95.6pp | 26.14%-90.4pp | 282.24%-346.5pp |
| Employer contribution / active EE | $10,314 | $5,166+99.6% | $4,608+123.8% | $4,866+112.0% |
| Participant deferral / active EE | $7,933 | $6,423+23.5% | $6,026+31.6% | $5,352+48.2% |
| Admin fee / account holder | $240 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |