Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,794 | $78,419+56.6% | $133,959-8.3% | $73,412+67.3% |
| Participation rate | 82.4% | 78.6%+3.8pp | 79.8%+2.5pp | 72.2%+10.2pp |
| Annual return | 32.94% | 33.35%-0.4pp | 45.09%-12.2pp | 59.30%-26.4pp |
| Employer contribution / active EE | $2,301 | $2,044+12.6% | $3,919-41.3% | $2,234+3.0% |
| Participant deferral / active EE | $3,453 | $3,925-12.0% | $5,047-31.6% | $3,806-9.3% |
| Admin fee / account holder | $484 | $161+200.1% | $8,928-94.6% | $158+206.7% |