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 13 · EIN 42-0127290 | Contract Administrator | $5,375 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,586 | $60,165-72.4% | $74,184-77.6% | $55,167-69.9% |
| Participation rate | 57.5% | 74.2%-16.7pp | 76.6%-19.1pp | 69.0%-11.5pp |
| Annual return | 5.57% | 10.00%-4.4pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $462 | $1,600-71.1% | $2,370-80.5% | $1,963-76.4% |
| Participant deferral / active EE | $681 | $2,973-77.1% | $3,550-80.8% | $3,054-77.7% |
| Admin fee / account holder | $54 | $419-87.2% | $5,586-99.0% | $504-89.3% |