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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 15 · EIN 74-2715820 | Recordkeeping | $11,847 |
HUMMEL GROUP, INC.5 years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $5,812 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,175 | $72,620-84.6% | $90,756-87.7% | $66,930-83.3% |
| Participation rate | 58.2% | 73.7%-15.5pp | 75.7%-17.5pp | 69.8%-11.6pp |
| Annual return | -15.85% | -12.28%-3.6pp | -12.16%-3.7pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $968 | $3,979-75.7% | $4,565-78.8% | $4,238-77.2% |
| Admin fee / account holder | $152 | $707-78.5% | $8,445-98.2% | $593-74.3% |