Filed November 17, 2017
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 | $8,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,798 | $44,989-62.7% | $170,435-90.1% | $77,958-78.5% |
| Participation rate | 99.2% | 64.6%+34.6pp | 83.6%+15.6pp | 71.6%+27.6pp |
| Annual return | 11.22% | 19.61%-8.4pp | 205.94%-194.7pp | 20.87%-9.7pp |
| Employer contribution / active EE | $438 | $1,466-70.1% | $5,432-91.9% | $2,310-81.0% |
| Participant deferral / active EE | $1,072 | $2,208-51.4% | $4,939-78.3% | $3,537-69.7% |
| Admin fee / account holder | $15 | $69-77.6% | $13,881-99.9% | $97-84.2% |