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 |
|---|---|---|
TRI-AD ACTUARIES, INC.8 years Service code 13 · EIN 95-2887986 | Contract Administrator | $27,428 |
CHARLES SCHWAB & CO., INC.8 years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,121 | $44,980-66.4% | $85,063-82.2% | $77,692-80.5% |
| Participation rate | 90.2% | 48.6%+41.6pp | 67.5%+22.7pp | 70.6%+19.6pp |
| Annual return | 11.79% | 79.13%-67.3pp | 66.54%-54.7pp | 31.25%-19.5pp |
| Employer contribution / active EE | $995 | $1,607-38.1% | $2,727-63.5% | $2,726-63.5% |
| Participant deferral / active EE | $2,430 | $2,804-13.3% | $4,523-46.3% | $4,648-47.7% |
| Admin fee / account holder | $56 | $911-93.8% | $6,155-99.1% | $431-86.9% |