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 64 · EIN 58-2498531 | Recordkeeping Fees | $4,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,269 | $50,898-34.6% | $171,082-80.6% | $55,167-39.7% |
| Participation rate | 46.5% | 63.3%-16.7pp | 76.7%-30.2pp | 69.0%-22.5pp |
| Annual return | 9.71% | 15.34%-5.6pp | 32.56%-22.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,585 | $1,433+10.6% | $4,002-60.4% | $1,963-19.3% |
| Participant deferral / active EE | $2,446 | $2,994-18.3% | $4,797-49.0% | $3,054-19.9% |
| Admin fee / account holder | $28 | $500-94.4% | $8,520-99.7% | $504-94.5% |