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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,852 | $46,072-50.4% | $69,779-67.3% | $55,167-58.6% |
| Participation rate | 52.7% | 67.5%-14.8pp | 71.8%-19.2pp | 69.0%-16.3pp |
| Annual return | 3.68% | 8.68%-5.0pp | 12.99%-9.3pp | 169.23%-165.5pp |
| Employer contribution / active EE | $385 | $1,500-74.3% | $2,338-83.5% | $1,963-80.4% |
| Participant deferral / active EE | $552 | $2,344-76.4% | $2,931-81.2% | $3,054-81.9% |
| Admin fee / account holder | $70 | $428-83.6% | $4,381-98.4% | $504-86.1% |