Filed October 9, 2023
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 13 · EIN 42-0127290 | Contract Administrator | $97,130 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,006 | $106,247-7.8% | $147,096-33.4% | $77,714+26.1% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 11.24% | 56.87%-45.6pp | 419.75%-408.5pp | 31.26%-20.0pp |
| Employer contribution / active EE | $9,889 | $4,069+143.0% | $4,936+100.4% | $2,727+262.7% |
| Participant deferral / active EE | $5,996 | $7,996-25.0% | $8,071-25.7% | $4,649+29.0% |
| Admin fee / account holder | $169 | $338-50.1% | $13,005-98.7% | $433-61.0% |