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 | $20,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,647 | $49,138-72.2% | $84,023-83.8% | $65,186-79.1% |
| Participation rate | 48.3% | 60.7%-12.5pp | 69.0%-20.8pp | 70.2%-21.9pp |
| Annual return | 26.38% | 23.00%+3.4pp | 71.32%-44.9pp | 29.39%-3.0pp |
| Employer contribution / active EE | $707 | $914-22.6% | $1,984-64.3% | $2,177-67.5% |
| Participant deferral / active EE | $1,287 | $2,397-46.3% | $3,239-60.3% | $3,514-63.4% |
| Admin fee / account holder | $143 | $543-73.6% | $6,102-97.7% | $847-83.1% |