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 | $40,724 |
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 | $120,231 | $81,476+47.6% | $102,383+17.4% | $80,925+48.6% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.7pp | 67.7%+26.6pp |
| Annual return | 12.46% | 25.59%-13.1pp | 24.94%-12.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $5,114 | $3,105+64.7% | $3,870+32.1% | $2,756+85.5% |
| Participant deferral / active EE | $4,982 | $3,871+28.7% | $5,060-1.5% | $4,299+15.9% |
| Admin fee / account holder | $18 | $6,717-99.7% | $8,391-99.8% | $6,940-99.7% |