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 19 · EIN 51-0396365 | Securities Custodian | $176,979 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,500 | $56,095-61.7% | $178,503-88.0% | $90,274-76.2% |
| Participation rate | 87.8% | 65.6%+22.2pp | 81.9%+5.8pp | 73.4%+14.4pp |
| Annual return | 13.16% | 28.81%-15.6pp | 151.12%-138.0pp | 53.97%-40.8pp |
| Employer contribution / active EE | $11 | $1,572-99.3% | $5,011-99.8% | $2,523-99.6% |
| Participant deferral / active EE | $3,625 | $2,669+35.8% | $5,202-30.3% | $4,231-14.3% |
| Admin fee / account holder | $38 | $101-62.0% | $13,987-99.7% | $114-66.5% |