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 |
|---|---|---|
Filed as: BARNES, DENNIG & CO., LTD. Service code 10 150 EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $15,500 |
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $27,392 | $69,305-60.5% | $82,312-66.7% | $69,631-60.7% |
| Participation rate | 63.7% | 80.3%-16.5pp | 76.9%-13.2pp | 70.7%-7.0pp |
| Annual return | 13.16% | 21.47%-8.3pp | 25.88%-12.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $735 | $1,887-61.1% | $2,428-69.7% | $2,032-63.8% |
| Participant deferral / active EE | $2,036 | $3,568-42.9% | $3,706-45.1% | $3,224-36.8% |
| Admin fee / account holder | $86 | $97-11.1% | $5,608-98.5% | $110-21.7% |