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 27 · EIN 59-2937883 | Advisory (Plan) | $125,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,222 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,763 | $90,003+24.2% | $100,398+11.3% | $77,692+43.9% |
| Participation rate | 96.3% | 81.3%+14.9pp | 81.5%+14.8pp | 70.6%+25.7pp |
| Annual return | 20.08% | 20.61%-0.5pp | 49.32%-29.2pp | 31.25%-11.2pp |
| Employer contribution / active EE | $5,403 | $3,043+77.5% | $3,946+36.9% | $2,726+98.2% |
| Participant deferral / active EE | $12,973 | $8,287+56.5% | $8,084+60.5% | $4,648+179.1% |
| Admin fee / account holder | $300 | $172+74.9% | $7,893-96.2% | $431-30.2% |