Filed June 9, 2021
Total covered: 6 employees
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 | $26,733 |
Employer 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 | $10,627 | $43,423-75.5% | $78,676-86.5% | $55,167-80.7% |
| Participation rate | 71.1% | 68.0%+3.1pp | 73.6%-2.4pp | 69.0%+2.1pp |
| Annual return | 7.09% | 11.53%-4.4pp | 62.19%-55.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,963 | $2,509-21.8% | $3,517-44.2% | $3,054-35.7% |
| Admin fee / account holder | $8 | $416-98.0% | $4,510-99.8% | $504-98.4% |