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 64 · EIN 39-6040276 | Recordkeeping Fees | $8,525 |
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.
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 | $20,928 | $45,022-53.5% | $85,126-75.4% | $77,714-73.1% |
| Participation rate | 18.9% | 48.7%-29.8pp | 67.5%-48.6pp | 70.6%-51.7pp |
| Annual return | 11.67% | 79.38%-67.7pp | 66.63%-55.0pp | 31.26%-19.6pp |
| Employer contribution / active EE | $125 | $1,610-92.2% | $2,731-95.4% | $2,727-95.4% |
| Participant deferral / active EE | $1,466 | $2,811-47.8% | $4,523-67.6% | $4,649-68.5% |
| Admin fee / account holder | $53 | $913-94.2% | $6,160-99.1% | $433-87.9% |