Filed April 11, 2024
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 | $809 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,260 | $58,895-63.9% | $178,503-88.1% | $73,497-71.1% |
| Participation rate | 88.4% | 66.2%+22.1pp | 81.9%+6.4pp | 70.7%+17.7pp |
| Annual return | 19.69% | 24.86%-5.2pp | 151.12%-131.4pp | 28.51%-8.8pp |
| Employer contribution / active EE | $3,302 | $2,236+47.7% | $5,011-34.1% | $2,270+45.5% |
| Participant deferral / active EE | $2,646 | $2,567+3.1% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $122 | $400-69.6% | $13,987-99.1% | $513-76.3% |