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 35-0145825 | Recordkeeping | $21,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,121 | $55,453-36.7% | $170,435-79.4% | $62,293-43.6% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.7pp |
| Annual return | 12.46% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,473 | $2,164-31.9% | $5,432-72.9% | $2,042-27.9% |
| Participant deferral / active EE | $2,825 | $2,303+22.7% | $4,939-42.8% | $3,169-10.9% |
| Admin fee / account holder | $7 | $455-98.5% | $13,881-100.0% | $479-98.6% |