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 | $6,358 |
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 | $21,748 | $43,999-50.6% | $79,476-72.6% | $55,725-61.0% |
| Participation rate | 46.3% | 66.9%-20.6pp | 73.3%-27.0pp | 70.9%-24.5pp |
| Annual return | -5.04% | 1.81%-6.9pp | 718.21%-723.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $384 | $1,830-79.0% | $2,800-86.3% | $2,078-81.5% |
| Participant deferral / active EE | $1,219 | $2,538-52.0% | $3,704-67.1% | $3,356-63.7% |
| Admin fee / account holder | $6 | $118-94.5% | $5,113-99.9% | $115-94.4% |