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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,881 | $50,919-35.4% | $155,556-78.9% | $77,762-57.7% |
| Participation rate | 63.3% | 63.1%+0.2pp | 78.2%-15.0pp | 70.6%-7.3pp |
| Annual return | 20.59% | 34.84%-14.2pp | 64.84%-44.2pp | 31.27%-10.7pp |
| Employer contribution / active EE | $2,394 | $1,991+20.2% | $4,675-48.8% | $2,728-12.2% |
| Participant deferral / active EE | $4,754 | $2,824+68.3% | $5,631-15.6% | $4,651+2.2% |
| Admin fee / account holder | $191 | $437-56.2% | $15,885-98.8% | $433-55.8% |