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 |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $21,378 |
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $15,775 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | -$66,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,979 | $37,039+221.2% | $147,618-19.4% | $59,188+101.0% |
| Participation rate | 28.2% | 63.8%-35.6pp | 84.6%-56.4pp | 69.4%-41.2pp |
| Annual return | 3.91% | 7.19%-3.3pp | 61.98%-58.1pp | 5.51%-1.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,364 | $2,094+12.9% | $4,895-51.7% | $3,265-27.6% |
| Admin fee / account holder | -$30 | $60-150.3% | $11,612-100.3% | $92-132.9% |