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 61-1758632 | Advisory (Plan) | $23,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,184 | $89,652-22.8% | $141,191-51.0% | $65,185+6.1% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.5%+14.6pp | 70.2%+26.9pp |
| Annual return | 20.88% | 32.79%-11.9pp | 71.41%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,072 | $5,691+41.8% | $6,710+20.3% | $3,514+129.7% |
| Admin fee / account holder | $244 | $569-57.0% | $10,264-97.6% | $847-71.1% |