Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $51,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,909 | $53,344+145.4% | $121,204+8.0% | $74,460+75.8% |
| Participation rate | 37.5% | 60.0%-22.5pp | 69.5%-32.0pp | 70.7%-33.2pp |
| Annual return | 25.94% | 35.15%-9.2pp | 987.18%-961.2pp | 34.38%-8.4pp |
| Employer contribution / active EE | $1,208 | $1,898-36.3% | $4,170-71.0% | $2,638-54.2% |
| Participant deferral / active EE | $3,844 | $3,220+19.4% | $4,083-5.9% | $4,530-15.1% |
| Admin fee / account holder | $158 | $382-58.8% | $5,651-97.2% | $348-54.7% |