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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $89,058 |
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 | $32,202 | $65,708-51.0% | $76,657-58.0% | $77,775-58.6% |
| Participation rate | 78.1% | 79.0%-0.8pp | 72.1%+6.0pp | 73.2%+4.9pp |
| Annual return | 20.17% | 49.86%-29.7pp | 1166.74%-1146.6pp | 32.58%-12.4pp |
| Employer contribution / active EE | $629 | $2,167-71.0% | $2,303-72.7% | $2,504-74.9% |
| Participant deferral / active EE | $1,612 | $3,254-50.5% | $3,335-51.7% | $3,966-59.4% |
| Admin fee / account holder | $70 | $91-22.4% | $6,423-98.9% | $100-29.6% |