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 42-1445429 | Advisory (Plan) | $24,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,293 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,313 | $108,825+265.1% | $156,181+154.4% | $82,448+381.9% |
| Participation rate | 89.3% | 72.4%+16.9pp | 78.8%+10.5pp | 68.1%+21.2pp |
| Annual return | 12.56% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,545 | $4,577+21.1% | $6,132-9.6% | $4,139+34.0% |
| Admin fee / account holder | $501 | $9,341-94.6% | $14,586-96.6% | $7,234-93.1% |