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 | $21,383 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,756 | $42,910+39.3% | $60,919-1.9% | $68,490-12.8% |
| Participation rate | 73.6% | 66.8%+6.9pp | 73.1%+0.5pp | 67.9%+5.7pp |
| Annual return | -12.67% | -13.99%+1.3pp | 16.96%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,358 | $1,978+69.8% | $2,704+24.2% | $2,597+29.3% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |