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 35-0145825 | Recordkeeping | $22,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,283 | $65,125-76.5% | $143,797-89.4% | $66,949-77.2% |
| Participation rate | 88.3% | 65.2%+23.1pp | 80.3%+8.0pp | 69.8%+18.5pp |
| Annual return | -12.26% | -11.13%-1.1pp | -0.04%-12.2pp | 1.57%-13.8pp |
| Employer contribution / active EE | $442 | $2,362-81.3% | $4,952-91.1% | $2,545-82.6% |
| Participant deferral / active EE | $1,156 | $2,920-60.4% | $5,638-79.5% | $4,239-72.7% |
| Admin fee / account holder | $4 | $503-99.1% | $14,679-100.0% | $594-99.3% |