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 |
|---|---|---|
CONTINUUM ADVISORY LLC2 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $29,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,252 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $15,225 |
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 | $30,750 | $89,652-65.7% | $141,177-78.2% | $65,185-52.8% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+11.9pp | 70.2%+24.2pp |
| Annual return | 28.72% | 32.79%-4.1pp | 71.40%-42.7pp | 29.38%-0.7pp |
| Employer contribution / active EE | $4,241 | $3,065+38.4% | $4,736-10.5% | $2,177+94.8% |
| Participant deferral / active EE | $8,166 | $5,691+43.5% | $6,710+21.7% | $3,514+132.4% |
| Admin fee / account holder | $279 | $569-51.0% | $10,263-97.3% | $847-67.1% |