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 27-2233898 | Advisory (Plan) | $72,000 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $50,270 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,635 | $42,810+30.0% | $169,452-67.2% | $55,725-0.2% |
| Participation rate | 91.2% | 64.7%+26.5pp | 77.8%+13.4pp | 70.9%+20.3pp |
| Annual return | -5.72% | -3.61%-2.1pp | 1.83%-7.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,526 | $1,402+151.6% | $4,157-15.2% | $2,078+69.7% |
| Participant deferral / active EE | $2,736 | $3,141-12.9% | $5,277-48.2% | $3,356-18.5% |
| Admin fee / account holder | $38 | $106-64.1% | $9,110-99.6% | $115-66.8% |