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 |
|---|---|---|
WIMMER CONSULTING LLC1+ years Service code 27 · EIN 26-0637928 | Advisory (Plan) | $61,389 |
MILBERN RAY AND COMPANY1+ years Service code 10 · EIN 75-1793612 | Accounting | $35,580 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $210,481 | $31,810+561.7% | $64,105+228.3% | $59,188+255.6% |
| Participation rate | 0.0% | 57.7%-57.7pp | 68.2%-68.2pp | 69.4%-69.4pp |
| Annual return | 1.60% | 9.41%-7.8pp | 791.24%-789.6pp | 5.51%-3.9pp |
| Employer contribution / active EE | $652 | $659-1.1% | $1,820-64.2% | $2,098-68.9% |
| Participant deferral / active EE | $2,198 | $1,582+38.9% | $2,822-22.1% | $3,265-32.7% |
| Admin fee / account holder | $653 | $57+1047.8% | $4,499-85.5% | $92+608.1% |