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 | $33,466 |
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.
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 | $13,309 | $36,916-63.9% | $156,551-91.5% | $57,658-76.9% |
| Participation rate | 64.1% | 63.4%+0.6pp | 84.0%-20.0pp | 70.2%-6.2pp |
| Annual return | 6.14% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,052 | $1,571-33.0% | $5,501-80.9% | $1,974-46.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |