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 13-3689044 | Recordkeeping | $60,997 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,695 | $122,128-76.5% | $147,117-80.5% | $200,096-85.7% |
| Participation rate | 10.2% | 78.2%-68.0pp | 82.2%-72.0pp | 72.0%-61.9pp |
| Annual return | 14.98% | 30.58%-15.6pp | 420.54%-405.6pp | 34.26%-19.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,384 | $8,484-83.7% | $8,065-82.8% | $5,090-72.8% |
| Admin fee / account holder | $164 | $180-8.8% | $12,993-98.7% | $269-39.2% |