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 27 · EIN 20-4751585 | Advisory (Plan) | $1,200 |
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.
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 | $42,624 | $46,732-8.8% | $156,551-72.8% | $55,167-22.7% |
| Participation rate | 46.1% | 65.8%-19.7pp | 84.0%-37.9pp | 69.0%-22.9pp |
| Annual return | 5.20% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $585 | $2,105-72.2% | $5,501-89.4% | $1,963-70.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $418-97.5% | $13,028-99.9% | $504-97.9% |