Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $79,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,008 | $45,000-44.4% | $143,797-82.6% | $77,906-67.9% |
| Participation rate | 61.4% | 66.8%-5.5pp | 80.3%-18.9pp | 73.7%-12.3pp |
| Annual return | -10.36% | 29.03%-39.4pp | -0.04%-10.3pp | 12.16%-22.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $17 | $98-82.3% | $14,679-99.9% | $133-86.8% |