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 15 · EIN 35-0145825 | Recordkeeping | $56,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,855 | $38,925-74.7% | $73,835-86.7% | $55,191-82.1% |
| Participation rate | 56.9% | 66.0%-9.1pp | 73.4%-16.5pp | 69.2%-12.2pp |
| Annual return | 23.27% | 6.31%+17.0pp | 2268.13%-2244.9pp | 10.78%+12.5pp |
| Employer contribution / active EE | $371 | $1,695-78.1% | $2,788-86.7% | $1,899-80.5% |
| Participant deferral / active EE | $1,064 | $2,351-54.7% | $3,583-70.3% | $3,046-65.1% |
| Admin fee / account holder | $26 | $83-68.1% | $4,880-99.5% | $91-70.9% |