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 13 · EIN 42-0127290 | Contract Administrator | $50,466 |
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 | $37,484 | $99,140-62.2% | $96,569-61.2% | $74,434-49.6% |
| Participation rate | 98.5% | 80.7%+17.8pp | 76.0%+22.5pp | 70.7%+27.7pp |
| Annual return | 23.76% | 22.41%+1.3pp | 25.87%-2.1pp | 34.37%-10.6pp |
| Employer contribution / active EE | $1,912 | $2,571-25.6% | $2,965-35.5% | $2,638-27.5% |
| Participant deferral / active EE | $4,020 | $4,936-18.6% | $4,851-17.1% | $4,529-11.2% |
| Admin fee / account holder | $108 | $225-51.9% | $8,251-98.7% | $348-68.9% |