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 26 · EIN 04-2675571 | Advisory (Participants) | $34,178 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,524 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,757 | $50,902+27.2% | $155,534-58.4% | $77,736-16.7% |
| Participation rate | 5.5% | 63.1%-57.6pp | 78.2%-72.8pp | 70.6%-65.1pp |
| Annual return | 16.24% | 34.85%-18.6pp | 64.92%-48.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $237 | $1,991-88.1% | $4,675-94.9% | $2,728-91.3% |
| Participant deferral / active EE | $967 | $2,824-65.8% | $5,630-82.8% | $4,651-79.2% |
| Admin fee / account holder | $609 | $437+39.4% | $15,900-96.2% | $433+40.6% |