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 |
|---|---|---|
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,989 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$45,017 |
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).
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 | $71,430 | $91,746-22.1% | $146,643-51.3% | $93,010-23.2% |
| Participation rate | 90.4% | 80.9%+9.4pp | 80.1%+10.3pp | 73.9%+16.5pp |
| Annual return | 17.56% | 18.28%-0.7pp | 22.75%-5.2pp | 158.70%-141.1pp |
| Employer contribution / active EE | $703 | $2,815-75.0% | $4,137-83.0% | $2,705-74.0% |
| Participant deferral / active EE | $2,687 | $4,589-41.5% | $5,506-51.2% | $4,561-41.1% |
| Admin fee / account holder | $13 | $101-86.7% | $10,280-99.9% | $152-91.1% |