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 23-1928421 | Recordkeeping | $13,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,182 | $54,368-66.6% | $117,039-84.5% | $62,293-70.8% |
| Participation rate | 44.6% | 64.9%-20.3pp | 77.2%-32.6pp | 69.5%-24.9pp |
| Annual return | 19.72% | 21.77%-2.1pp | 18.95%+0.8pp | 28.90%-9.2pp |
| Employer contribution / active EE | $724 | $1,692-57.2% | $3,785-80.9% | $2,042-64.5% |
| Participant deferral / active EE | $1,349 | $2,269-40.5% | $3,929-65.7% | $3,169-57.4% |
| Admin fee / account holder | $150 | $493-69.5% | $5,974-97.5% | $479-68.6% |