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 48-1205033 | Recordkeeping | $44,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,236 | $84,936-9.1% | $111,308-30.6% | $79,391-2.7% |
| Participation rate | 78.0% | 75.9%+2.1pp | 77.3%+0.6pp | 70.7%+7.3pp |
| Annual return | 11.96% | 17.45%-5.5pp | 54.67%-42.7pp | 116.88%-104.9pp |
| Employer contribution / active EE | $1,159 | $1,979-41.4% | $2,732-57.6% | $2,428-52.2% |
| Participant deferral / active EE | $3,304 | $3,888-15.0% | $4,487-26.4% | $4,046-18.3% |
| Admin fee / account holder | $465 | $537-13.5% | $7,965-94.2% | $627-25.8% |