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 13 · EIN 66-0599823 | Contract Administrator | $25,000 |
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 | $56,862 | $66,302-14.2% | $110,243-48.4% | $56,289+1.0% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.1pp |
| Annual return | -3.33% | -1.18%-2.2pp | 314.76%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,047 | $2,0470% | $3,827-46.5% | $2,111-3.0% |
| Participant deferral / active EE | $3,244 | $3,381-4.1% | $4,672-30.6% | $3,350-3.2% |
| Admin fee / account holder | $200 | $698-71.4% | $8,548-97.7% | $521-61.6% |