Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,157 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,021 | $76,696-77.8% | $96,538-82.4% | $71,529-76.2% |
| Participation rate | 46.6% | 66.6%-20.0pp | 74.3%-27.8pp | 67.9%-21.4pp |
| Annual return | 20.08% | 48.32%-28.2pp | 35.74%-15.7pp | 28.97%-8.9pp |
| Employer contribution / active EE | $825 | $3,032-72.8% | $3,740-77.9% | $2,590-68.1% |
| Participant deferral / active EE | $2,395 | $3,770-36.5% | $4,880-50.9% | $4,291-44.2% |
| Admin fee / account holder | $202 | $2,030-90.0% | $6,737-97.0% | $1,588-87.3% |