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 27 · EIN 43-1451524 | Advisory (Plan) | $25,372 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,673 | $59,467+49.1% | $93,727-5.4% | $74,478+19.1% |
| Participation rate | 89.8% | 59.6%+30.2pp | 68.7%+21.1pp | 67.2%+22.6pp |
| Annual return | 9.48% | 82.14%-72.7pp | 133.83%-124.3pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,709 | $1,267+34.9% | $2,421-29.4% | $2,626-34.9% |
| Participant deferral / active EE | $4,120 | $3,052+35.0% | $4,417-6.7% | $4,350-5.3% |
| Admin fee / account holder | $320 | $3,028-89.4% | $8,292-96.1% | $1,946-83.6% |