Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $894 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,306 | $37,196-75.0% | $154,114-94.0% | $55,725-83.3% |
| Participation rate | 19.2% | 64.1%-44.9pp | 83.0%-63.9pp | 70.9%-51.7pp |
| Annual return | -3.71% | 1319.68%-1323.4pp | 735.16%-738.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $364 | $2,068-82.4% | $5,081-92.8% | $3,356-89.2% |
| Admin fee / account holder | $15 | $102-85.2% | $13,411-99.9% | $115-86.9% |