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 01-0233346 | Recordkeeping | $274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,133 | $80,753-49.1% | $136,297-69.8% | $62,293-34.0% |
| Participation rate | 52.1% | 73.5%-21.4pp | 81.9%-29.8pp | 69.5%-17.4pp |
| Annual return | 20.87% | 35.83%-15.0pp | 5156.19%-5135.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,441 | $5,164+24.7% | $6,247+3.1% | $3,169+103.2% |
| Admin fee / account holder | $9 | $525-98.3% | $9,244-99.9% | $479-98.1% |