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 | $250 |
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).
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 | $188,297 | $64,176+193.4% | $112,263+67.7% | $66,949+181.3% |
| Participation rate | 92.9% | 68.4%+24.4pp | 75.1%+17.8pp | 69.8%+23.0pp |
| Annual return | -15.12% | -13.80%-1.3pp | 27.49%-42.6pp | 1.57%-16.7pp |
| Employer contribution / active EE | $16,520 | $3,007+449.4% | $3,636+354.3% | $2,545+549.0% |
| Participant deferral / active EE | $6,509 | $3,694+76.2% | $4,729+37.6% | $4,239+53.5% |
| Admin fee / account holder | $795 | $626+27.0% | $6,410-87.6% | $594+33.9% |