Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC4 years Service code 99 · EIN 27-1238163 | Other Fees | $15,115 |
Service code 99 · EIN 71-0294708 | Other Fees | $4,350 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,019 | $90,064-57.8% | $100,392-62.1% | $77,736-51.1% |
| Participation rate | 46.6% | 81.3%-34.6pp | 81.5%-34.9pp | 70.6%-23.9pp |
| Annual return | 15.97% | 20.61%-4.6pp | 49.45%-33.5pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,980 | $3,043-34.9% | $3,941-49.8% | $2,728-27.4% |
| Participant deferral / active EE | $3,741 | $8,282-54.8% | $8,090-53.8% | $4,651-19.6% |
| Admin fee / account holder | $23 | $172-86.8% | $7,904-99.7% | $433-94.8% |