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 01-0233346 | Recordkeeping | $16,563 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,927 | $51,466-65.2% | $78,778-77.2% | $62,293-71.2% |
| Participation rate | 53.4% | 59.8%-6.4pp | 69.2%-15.8pp | 69.5%-16.1pp |
| Annual return | 14.06% | 19.96%-5.9pp | 35.62%-21.6pp | 28.90%-14.8pp |
| Employer contribution / active EE | $497 | $827-39.9% | $1,986-75.0% | $2,042-75.7% |
| Participant deferral / active EE | $725 | $2,147-66.2% | $2,958-75.5% | $3,169-77.1% |
| Admin fee / account holder | $148 | $489-69.8% | $5,134-97.1% | $479-69.1% |