Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,820 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,651 | $62,177-33.0% | $81,370-48.8% | $74,478-44.1% |
| Participation rate | 76.2% | 64.1%+12.2pp | 69.5%+6.7pp | 67.2%+9.0pp |
| Annual return | 11.47% | 16.62%-5.1pp | 24.85%-13.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $960 | $1,881-49.0% | $2,464-61.1% | $2,626-63.5% |
| Participant deferral / active EE | $1,317 | $3,219-59.1% | $3,885-66.1% | $4,350-69.7% |
| Admin fee / account holder | $262 | $1,927-86.4% | $5,749-95.4% | $1,946-86.5% |