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 13 · EIN 35-1140070 | Contract Administrator | $2,129 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $300 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $3 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $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.
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 | $57,683 | $25,723+124.2% | $69,182-16.6% | $55,167+4.6% |
| Participation rate | 54.0% | 39.4%+14.6pp | 55.1%-1.1pp | 69.0%-15.0pp |
| Annual return | 7.16% | 9.56%-2.4pp | -21.93%+29.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $87 | $480-81.9% | $1,206-92.8% | $1,963-95.6% |
| Participant deferral / active EE | $2,884 | $963+199.3% | $1,897+52.0% | $3,054-5.6% |
| Admin fee / account holder | $34 | $365-90.6% | $2,697-98.7% | $504-93.2% |