Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,608 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,502 | $106,230-27.0% | $147,080-47.3% | $77,736-0.3% |
| Participation rate | 58.6% | 78.4%-19.8pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 17.27% | 56.91%-39.6pp | 420.17%-402.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $3,049 | $4,072-25.1% | $4,933-38.2% | $2,728+11.8% |
| Participant deferral / active EE | $6,026 | $8,001-24.7% | $8,066-25.3% | $4,651+29.6% |
| Admin fee / account holder | $343 | $338+1.4% | $12,989-97.4% | $433-20.8% |