Filed April 22, 2025 (most recent of 4 filings on file)
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 84-0467907 | Recordkeeping | $720,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,958 | $106,273-83.1% | $379,746-95.3% | $106,273-83.1% |
| Participation rate | 84.1% | 70.8%+13.3pp | 78.4%+5.7pp | 70.8%+13.3pp |
| Annual return | 11.71% | 21.70%-10.0pp | 34.90%-23.2pp | 21.70%-10.0pp |
| Employer contribution / active EE | $738 | $2,722-72.9% | $3,540-79.2% | $2,722-72.9% |
| Participant deferral / active EE | $1,917 | $4,601-58.3% | $6,024-68.2% | $4,601-58.3% |
| Admin fee / account holder | $43 | $78-44.6% | $7,927-99.5% | $78-44.6% |