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 55 · EIN 42-1445429 | Other Commissions | $19,007 |
HENRY & PETERS, PC6+ years Service code 10 · EIN 75-1503978 | Accounting | $10,318 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,218 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $94,199 | $136,307-30.9% | $177,840-47.0% | $73,493+28.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.81% | 18.68%-5.9pp | 48.32%-35.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,400 | $3,712-35.4% | $5,919-59.5% | $2,270+5.7% |
| Participant deferral / active EE | $3,600 | $5,829-38.2% | $7,714-53.3% | $3,740-3.7% |
| Admin fee / account holder | $100 | $596-83.2% | $12,431-99.2% | $513-80.5% |