Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,067 | $61,166-57.4% | $185,849-86.0% | $79,391-67.2% |
| Participation rate | 18.4% | 66.6%-48.2pp | 81.7%-63.3pp | 70.7%-52.3pp |
| Annual return | 18.77% | 19.45%-0.7pp | 122.10%-103.3pp | 116.88%-98.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,593 | $2,789-42.9% | $5,569-71.4% | $4,046-60.6% |
| Admin fee / account holder | $15 | $710-98.0% | $16,244-99.9% | $627-97.7% |