Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $34,032 | $61,815-44.9% | $97,295-65.0% | $80,959-58.0% |
| Participation rate | 98.7% | 63.5%+35.2pp | 72.7%+26.0pp | 67.7%+31.0pp |
| Annual return | 20.05% | -558.73%+578.8pp | 75.62%-55.6pp | 35.67%-15.6pp |
| Employer contribution / active EE | $4,525 | $1,836+146.4% | $2,723+66.2% | $2,757+64.1% |
| Participant deferral / active EE | $7,865 | $3,027+159.9% | $4,264+84.5% | $4,300+82.9% |
| Admin fee / account holder | $101 | $5,166-98.0% | $5,646-98.2% | $6,925-98.5% |