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 99 · EIN 35-0472300 | Other Fees | $5,206 |
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 | $21,434 | $47,977-55.3% | $154,114-86.1% | $56,287-61.9% |
| Participation rate | 34.4% | 66.2%-31.8pp | 83.0%-48.6pp | 69.9%-35.4pp |
| Annual return | -2.24% | 3.54%-5.8pp | 735.16%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $448 | $2,169-79.3% | $5,298-91.5% | $2,111-78.8% |
| Participant deferral / active EE | $570 | $2,392-76.2% | $5,081-88.8% | $3,350-83.0% |
| Admin fee / account holder | $57 | $438-87.1% | $13,411-99.6% | $521-89.1% |