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 | $22,363 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,686 | $36,916-38.5% | $156,551-85.5% | $57,658-60.7% |
| Participation rate | 25.6% | 63.4%-37.8pp | 84.0%-58.4pp | 70.2%-44.6pp |
| Annual return | 6.21% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $220 | $1,571-86.0% | $5,501-96.0% | $1,974-88.8% |
| Participant deferral / active EE | $417 | $1,926-78.4% | $4,871-91.4% | $3,061-86.4% |
| Admin fee / account holder | $12 | $82-85.6% | $13,028-99.9% | $95-87.4% |