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 01-0233346 | Recordkeeping | $2,083 |
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 | $54,568 | $155,795-65.0% | $136,298-60.0% | $69,631-21.6% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 16.49% | 232464.33%-232447.8pp | 5156.27%-5139.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,442 | $2,991-51.8% | $4,696-69.3% | $2,032-29.0% |
| Participant deferral / active EE | $2,946 | $5,394-45.4% | $6,247-52.8% | $3,224-8.6% |
| Admin fee / account holder | $26 | $128-79.6% | $9,244-99.7% | $110-76.3% |