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 | $100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,025 | $38,969-76.8% | $109,313-91.7% | $55,167-83.6% |
| Participation rate | 96.8% | 58.2%+38.6pp | 71.3%+25.6pp | 69.0%+27.9pp |
| Annual return | 18.95% | 8.26%+10.7pp | 22.07%-3.1pp | 169.23%-150.3pp |
| Employer contribution / active EE | $1,896 | $1,227+54.6% | $3,892-51.3% | $1,963-3.4% |
| Participant deferral / active EE | $2,471 | $2,176+13.6% | $3,166-22.0% | $3,054-19.1% |
| Admin fee / account holder | $1 | $501-99.8% | $5,666-100.0% | $504-99.8% |