Filed January 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $73,237 |
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 | $78,583 | $65,118+20.7% | $76,766+2.4% | $55,725+41.0% |
| Participation rate | 97.2% | 79.6%+17.6pp | 77.0%+20.2pp | 70.9%+26.3pp |
| Annual return | -4.14% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $5,269 | $1,941+171.5% | $2,485+112.0% | $2,078+153.5% |
| Participant deferral / active EE | $7,725 | $3,688+109.4% | $3,851+100.6% | $3,356+130.2% |
| Admin fee / account holder | $170 | $116+46.7% | $6,675-97.5% | $115+47.5% |