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 15 · EIN 01-0233346 | Recordkeeping | $172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,742 | $53,165+8.6% | $86,235-33.0% | $74,473-22.5% |
| Participation rate | 94.7% | 64.9%+29.8pp | 69.0%+25.7pp | 70.7%+23.9pp |
| Annual return | 18.07% | 22.64%-4.6pp | 1170.03%-1152.0pp | 34.36%-16.3pp |
| Employer contribution / active EE | $2,472 | $1,210+104.3% | $2,381+3.8% | $2,638-6.3% |
| Participant deferral / active EE | $4,145 | $3,234+28.1% | $3,987+4.0% | $4,530-8.5% |
| Admin fee / account holder | $337 | $551-38.9% | $6,856-95.1% | $347-3.0% |