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 |
|---|---|---|
DEAN FINANCIAL SERVICES5+ years Service code 15 · EIN 31-0861689 | Recordkeeping | $19,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,591 | $51,620+9.6% | $90,324-37.3% | $65,186-13.2% |
| Participation rate | 52.9% | 68.6%-15.7pp | 73.3%-20.3pp | 70.2%-17.3pp |
| Annual return | 22.76% | 24.94%-2.2pp | 78.15%-55.4pp | 29.39%-6.6pp |
| Employer contribution / active EE | $1,012 | $2,235-54.7% | $2,856-64.6% | $2,177-53.5% |
| Participant deferral / active EE | $2,227 | $2,871-22.4% | $3,885-42.7% | $3,514-36.6% |
| Admin fee / account holder | $270 | $384-29.9% | $5,356-95.0% | $847-68.2% |