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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,170 | $58,888-53.9% | $178,498-84.8% | $73,493-63.0% |
| Participation rate | 55.7% | 66.2%-10.5pp | 81.9%-26.2pp | 70.7%-15.0pp |
| Annual return | 14.20% | 24.86%-10.7pp | 151.09%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $778 | $2,236-65.2% | $5,011-84.5% | $2,270-65.7% |
| Participant deferral / active EE | $808 | $2,568-68.5% | $5,202-84.5% | $3,740-78.4% |
| Admin fee / account holder | $10 | $400-97.6% | $13,985-99.9% | $513-98.1% |