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 |
|---|---|---|
RYAN & WETMORE PC1 year Service code 10 9099 RIDGEFIELD DR. STE 107 · FREDRICK, MD 21701 | Accounting | $17,000 |
COHNREZNICK LLP1 year Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $8,561 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $3,680 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,723 | $73,102-52.5% | $123,549-71.9% | $56,287-38.3% |
| Participation rate | 75.7% | 74.3%+1.4pp | 82.3%-6.6pp | 69.9%+5.9pp |
| Annual return | 5.00% | 3.01%+2.0pp | 119.20%-114.2pp | -9.96%+15.0pp |
| Employer contribution / active EE | $2,838 | $2,977-4.7% | $4,628-38.7% | $2,111+34.4% |
| Participant deferral / active EE | $6,641 | $5,423+22.5% | $6,426+3.3% | $3,350+98.2% |
| Admin fee / account holder | $14 | $554-97.4% | $9,284-99.8% | $521-97.3% |