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 52 · EIN 35-0145825 | Indirect Investment Fees | $43,396 |
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.
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 | $25,560 | $62,928-59.4% | $172,752-85.2% | $67,579-62.2% |
| Participation rate | 57.2% | 64.5%-7.3pp | 82.6%-25.5pp | 71.3%-14.1pp |
| Annual return | 22.53% | 30.36%-7.8pp | 802.97%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,737 | $2,145-19.0% | $5,198-66.6% | $3,539-50.9% |
| Admin fee / account holder | $0 | $167-99.9% | $13,955-100.0% | $142-99.9% |