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 27 · EIN 59-1531281 | Advisory (Plan) | $82,298 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,777 |
ERISA SERVICES, INC.2 years Service code 15 · EIN 62-1200951 | Recordkeeping | $13,669 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,118 | $74,347-38.0% | $93,621-50.7% | $67,582-31.8% |
| Participation rate | 79.8% | 80.6%-0.8pp | 75.8%+4.0pp | 71.3%+8.5pp |
| Annual return | 19.90% | 28.07%-8.2pp | 32.76%-12.9pp | 378.57%-358.7pp |
| Employer contribution / active EE | $610 | $2,583-76.4% | $2,719-77.5% | $2,148-71.6% |
| Participant deferral / active EE | $2,377 | $4,060-41.4% | $4,070-41.6% | $3,539-32.8% |
| Admin fee / account holder | $586 | $123+377.9% | $7,890-92.6% | $142+312.0% |