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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $781,950 | $60,128+1200.5% | $90,440+764.6% | $79,852+879.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.84% | 71.95%-53.1pp | 1294.38%-1275.5pp | 31.72%-12.9pp |
| Employer contribution / active EE | $31,234 | $2,068+1410.1% | $3,263+857.2% | $2,471+1164.0% |
| Participant deferral / active EE | $17,517 | $2,939+496.1% | $3,964+342.0% | $3,740+368.3% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |