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 14 · EIN 34-1781113 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Plan Administrator | $10,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,043 | $60,165-80.0% | $74,184-83.8% | $55,167-78.2% |
| Participation rate | 57.6% | 74.2%-16.6pp | 76.6%-19.0pp | 69.0%-11.4pp |
| Annual return | 7.03% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $675 | $1,600-57.8% | $2,370-71.5% | $1,963-65.6% |
| Participant deferral / active EE | $1,296 | $2,973-56.4% | $3,550-63.5% | $3,054-57.6% |
| Admin fee / account holder | $131 | $419-68.8% | $5,586-97.7% | $504-74.1% |