Filed October 5, 2016
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 55 · EIN 59-2937883 | Other Commissions | $17,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,094 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,243 | $130,294-32.3% | $170,043-48.1% | $71,511+23.4% |
| Participation rate | 68.2% | 86.2%-18.0pp | 87.0%-18.9pp | 67.9%+0.2pp |
| Annual return | 17.01% | 20.36%-3.3pp | 53.40%-36.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $2,471 | $4,385-43.7% | $6,790-63.6% | $2,589-4.6% |
| Participant deferral / active EE | $3,311 | $6,928-52.2% | $10,410-68.2% | $4,291-22.8% |
| Admin fee / account holder | $82 | $966-91.5% | $12,824-99.4% | $1,588-94.8% |