Filed May 26, 2026
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 | $112,748 |
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 | $34,257 | $62,267-45.0% | $110,243-68.9% | $55,725-38.5% |
| Participation rate | 98.8% | 78.1%+20.6pp | 79.8%+18.9pp | 70.9%+27.9pp |
| Annual return | -1.51% | -1.07%-0.4pp | 314.76%-316.3pp | 244.93%-246.4pp |
| Employer contribution / active EE | $3,113 | $1,941+60.4% | $3,827-18.6% | $2,078+49.8% |
| Participant deferral / active EE | $3,040 | $3,516-13.5% | $4,672-34.9% | $3,356-9.4% |
| Admin fee / account holder | $194 | $121+60.3% | $8,548-97.7% | $115+68.3% |