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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,000 |
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 | $37,578 | $89,652-58.1% | $141,197-73.4% | $65,186-42.4% |
| Participation rate | 77.3% | 74.7%+2.6pp | 82.5%-5.2pp | 70.2%+7.1pp |
| Annual return | 87.48% | 32.79%+54.7pp | 71.41%+16.1pp | 29.39%+58.1pp |
| Employer contribution / active EE | $1,312 | $3,065-57.2% | $4,736-72.3% | $2,177-39.7% |
| Participant deferral / active EE | $4,007 | $5,691-29.6% | $6,710-40.3% | $3,514+14.0% |
| Admin fee / account holder | $47 | $569-91.7% | $10,265-99.5% | $847-94.4% |