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 99 · EIN 61-1758632 | Other Fees | $25,470 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,209 | $91,394-26.5% | $130,026-48.3% | $74,440-9.7% |
| Participation rate | 49.4% | 77.8%-28.4pp | 78.5%-29.1pp | 70.7%-21.3pp |
| Annual return | 26.29% | 23.20%+3.1pp | -137.26%+163.6pp | 34.37%-8.1pp |
| Employer contribution / active EE | $705 | $2,565-72.5% | $4,321-83.7% | $2,638-73.3% |
| Participant deferral / active EE | $3,519 | $4,721-25.4% | $5,821-39.5% | $4,529-22.3% |
| Admin fee / account holder | $102 | $284-64.2% | $10,608-99.0% | $348-70.8% |