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 73-1577418 | Recordkeeping | $3,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,976 | $64,286+16.6% | $90,970-17.6% | $73,412+2.1% |
| Participation rate | 44.2% | 63.6%-19.4pp | 69.0%-24.8pp | 72.2%-28.0pp |
| Annual return | 14.25% | 21.46%-7.2pp | 134.60%-120.3pp | 59.30%-45.0pp |
| Employer contribution / active EE | $566 | $895-36.7% | $2,122-73.3% | $2,234-74.7% |
| Participant deferral / active EE | $2,489 | $2,453+1.5% | $3,373-26.2% | $3,806-34.6% |
| Admin fee / account holder | $20 | $287-93.2% | $5,961-99.7% | $158-87.6% |