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 |
|---|---|---|
STABLE TWO FINANCIAL, LLC1+ years Service code 16 · EIN 26-4030951 | Consulting | $19,257 |
WEBSTER AND KIRK, PLLC1+ years Service code 64 · EIN 45-3177551 | Recordkeeping Fees | $8,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,940 | $62,324-48.8% | $68,509-53.4% | $55,191-42.1% |
| Participation rate | 68.7% | 78.9%-10.2pp | 74.7%-6.0pp | 69.2%-0.4pp |
| Annual return | 0.11% | 4.26%-4.1pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $232 | $2,223-89.6% | $2,278-89.8% | $1,899-87.8% |
| Participant deferral / active EE | $2,259 | $3,425-34.0% | $3,382-33.2% | $3,046-25.8% |
| Admin fee / account holder | $89 | $91-2.2% | $5,275-98.3% | $91-1.6% |