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 15 · EIN 35-0145825 | Recordkeeping | $631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,988 | $72,639+15.6% | $90,766-7.5% | $66,949+25.5% |
| Participation rate | 49.7% | 73.7%-24.0pp | 75.7%-26.0pp | 69.8%-20.1pp |
| Annual return | -16.88% | -12.28%-4.6pp | -12.16%-4.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $930 | $2,369-60.7% | $2,922-68.2% | $2,545-63.4% |
| Participant deferral / active EE | $3,307 | $3,979-16.9% | $4,565-27.6% | $4,239-22.0% |
| Admin fee / account holder | $418 | $708-41.0% | $8,446-95.1% | $594-29.6% |