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 58-2608124 | Advisory (Plan) | $80,645 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,507 |
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 | $131,352 | $56,152+133.9% | $185,835-29.3% | $73,412+78.9% |
| Participation rate | 98.7% | 67.6%+31.1pp | 78.0%+20.6pp | 72.2%+26.5pp |
| Annual return | 16.64% | 17.59%-0.9pp | 35.96%-19.3pp | 59.30%-42.7pp |
| Employer contribution / active EE | $8,498 | $1,532+454.8% | $4,087+107.9% | $2,234+280.5% |
| Participant deferral / active EE | $11,891 | $3,659+224.9% | $5,633+111.1% | $3,806+212.4% |
| Admin fee / account holder | $341 | $132+158.2% | $9,502-96.4% | $158+115.9% |