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 64 · EIN 71-0294708 | Recordkeeping Fees | $50,716 |
TANDEM FINANCIAL3 years Service code 99 · EIN 82-4386489 | Other Fees | $44,298 |
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 | $30,519 | $52,188-41.5% | $86,656-64.8% | $74,473-59.0% |
| Participation rate | 74.6% | 66.3%+8.3pp | 71.7%+2.9pp | 70.7%+3.9pp |
| Annual return | 18.95% | 44.46%-25.5pp | 593.09%-574.1pp | 34.36%-15.4pp |
| Employer contribution / active EE | $1,519 | $2,282-33.5% | $3,025-49.8% | $2,638-42.4% |
| Participant deferral / active EE | $1,419 | $3,383-58.1% | $4,439-68.0% | $4,530-68.7% |
| Admin fee / account holder | $79 | $319-75.2% | $5,619-98.6% | $347-77.2% |