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 10 · EIN 95-3404284 | Accounting | $14,714 |
Service code 37 · EIN 39-6040276 | Loan Processing | $400 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,521 | $51,466+11.8% | $78,778-27.0% | $62,293-7.7% |
| Participation rate | 18.5% | 59.8%-41.2pp | 69.2%-50.6pp | 69.5%-51.0pp |
| Annual return | 13.90% | 19.96%-6.1pp | 35.62%-21.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $900 | $2,147-58.1% | $2,958-69.6% | $3,169-71.6% |
| Admin fee / account holder | $458 | $489-6.4% | $5,134-91.1% | $479-4.5% |