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 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Su... | $22,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,962 | $62,928-69.9% | $172,753-89.0% | $67,582-71.9% |
| Participation rate | 34.2% | 64.5%-30.3pp | 82.6%-48.4pp | 71.3%-37.1pp |
| Annual return | 18.95% | 30.36%-11.4pp | 803.00%-784.0pp | 378.57%-359.6pp |
| Employer contribution / active EE | $211 | $1,636-87.1% | $5,144-95.9% | $2,148-90.2% |
| Participant deferral / active EE | $835 | $2,145-61.1% | $5,198-83.9% | $3,539-76.4% |
| Admin fee / account holder | $77 | $167-54.0% | $13,956-99.5% | $142-46.1% |