Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,862 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,049 | $39,286+126.7% | $80,741+10.3% | $79,393+12.2% |
| Participation rate | 17.2% | 41.0%-23.8pp | 54.2%-37.0pp | 70.7%-53.5pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $901 | $1,264-28.7% | $2,145-58.0% | $4,046-77.7% |
| Admin fee / account holder | $507 | $647-21.6% | $3,380-85.0% | $627-19.0% |