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 |
|---|---|---|
FRAZER, WILLIAM R.2+ years Service code 49 1403 PATHFINDER LN · MC LEAN, VA 221013505 | Other Services | $10,961 |
BEHRENS & BANKS2+ years Service code 10 · EIN 54-1556200 | Accounting | $6,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $45,697 | $225,135-79.7% | $123,894-63.1% | - |
| Participation rate | 98.0% | 69.5%+28.5pp | 81.4%+16.6pp | - |
| Annual return | 7.55% | 8.01%-0.5pp | 47.52%-40.0pp | - |
| Employer contribution / active EE | $753 | $2,580-70.8% | $4,617-83.7% | - |
| Participant deferral / active EE | $4,921 | $4,315+14.1% | $5,984-17.8% | - |
| Admin fee / account holder | $16 | $19,833-99.9% | $8,357-99.8% | - |