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 35-0145825 | Recordkeeping | $18,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,608 | $46,732-34.5% | $156,551-80.4% | $55,167-44.5% |
| Participation rate | 28.0% | 65.8%-37.8pp | 84.0%-56.0pp | 69.0%-41.0pp |
| Annual return | 7.71% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $496 | $2,105-76.4% | $5,501-91.0% | $1,963-74.7% |
| Participant deferral / active EE | $889 | $2,204-59.7% | $4,871-81.8% | $3,054-70.9% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-98.9% |