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 | $38,075 |
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 | $13,639 | $62,928-78.3% | $172,753-92.1% | $67,582-79.8% |
| Participation rate | 57.1% | 64.5%-7.4pp | 82.6%-25.5pp | 71.3%-14.2pp |
| Annual return | 18.88% | 30.36%-11.5pp | 803.00%-784.1pp | 378.57%-359.7pp |
| Employer contribution / active EE | $1,018 | $1,636-37.8% | $5,144-80.2% | $2,148-52.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |