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 64 · EIN 04-2647786 | Recordkeeping Fees | $20,467 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,674 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,319 | $78,520-18.1% | $96,576-33.4% | $82,448-22.0% |
| Participation rate | 77.7% | 77.7%-0.1pp | 81.4%-3.8pp | 68.1%+9.6pp |
| Annual return | 35.20% | 41.30%-6.1pp | 38.47%-3.3pp | 41.64%-6.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,036 | $6,754+122.6% | $7,956+89.0% | $4,139+263.2% |
| Admin fee / account holder | $256 | $13,455-98.1% | $11,381-97.8% | $7,234-96.5% |