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 | $29,697 |
Filed as: INVESTMENT ADVISOR OPERA Service code 27 · EIN 41-1416330 | Advisory (Plan) | $13,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,657 | $47,766-10.7% | $82,763-48.5% | $64,824-34.2% |
| Participation rate | 54.9% | 67.7%-12.8pp | 72.6%-17.7pp | 71.5%-16.6pp |
| Annual return | -16.38% | -13.06%-3.3pp | 702.45%-718.8pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,910 | $2,182-12.5% | $3,008-36.5% | $2,507-23.8% |
| Participant deferral / active EE | $3,280 | $3,332-1.6% | $4,395-25.4% | $4,311-23.9% |
| Admin fee / account holder | $200 | $143+39.9% | $5,325-96.2% | $188+6.5% |