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 27 · EIN 46-5576228 | Advisory (Plan) | $20,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,433 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,355 | $37,440+181.4% | $77,081+36.7% | $66,930+57.4% |
| Participation rate | 34.5% | 52.9%-18.4pp | 67.9%-33.4pp | 69.8%-35.3pp |
| Annual return | -18.57% | -3.26%-15.3pp | 42.33%-60.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,876 | $2,620+47.9% | $4,428-12.5% | $4,238-8.5% |
| Admin fee / account holder | $459 | $568-19.1% | $5,427-91.5% | $593-22.6% |