Filed June 24, 2017
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 | $172,530 |
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).
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 | $21,037 | $36,004-41.6% | $64,101-67.2% | $69,651-69.8% |
| Participation rate | 23.2% | 47.3%-24.0pp | 68.2%-44.9pp | 66.6%-43.3pp |
| Annual return | 28.20% | 4.26%+23.9pp | 791.27%-763.1pp | 53.77%-25.6pp |
| Employer contribution / active EE | $229 | $617-62.8% | $1,820-87.4% | $2,241-89.8% |
| Participant deferral / active EE | $898 | $1,166-23.0% | $2,822-68.2% | $3,635-75.3% |
| Admin fee / account holder | $8 | $49-84.2% | $4,499-99.8% | $63-87.7% |