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 38 · EIN 35-0145825 | Participant Communication | $32,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,663 | $52,450-14.8% | $129,397-65.5% | $74,429-40.0% |
| Participation rate | 95.3% | 53.8%+41.5pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 13.53% | 15.65%-2.1pp | 9453.98%-9440.5pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,125 | $1,532+38.7% | $4,154-48.9% | $2,625-19.0% |
| Participant deferral / active EE | $3,496 | $2,797+25.0% | $4,167-16.1% | $4,348-19.6% |
| Admin fee / account holder | $5 | $2,636-99.8% | $7,679-99.9% | $1,944-99.8% |