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 |
|---|---|---|
NOVAK BIRKS, P.C.2+ years Service code 10 · EIN 43-1122456 | Accounting | $24,775 |
SPENCER FANE LLP2+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $12,424 |
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 | $39,223 | $57,921-32.3% | $84,753-53.7% | $57,658-32.0% |
| Participation rate | 87.8% | 72.9%+14.9pp | 76.6%+11.2pp | 70.2%+17.6pp |
| Annual return | 8.86% | 10.24%-1.4pp | 22.78%-13.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $697 | $2,598-73.2% | $3,574-80.5% | $1,974-64.7% |
| Participant deferral / active EE | $1,483 | $2,742-45.9% | $3,712-60.1% | $3,061-51.6% |
| Admin fee / account holder | $104 | $130-19.7% | $5,333-98.0% | $95+10.2% |