Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,486 |
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.
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 | $58,958 | $59,186-0.4% | $76,768-23.2% | $56,287+4.7% |
| Participation rate | 55.9% | 75.2%-19.3pp | 77.0%-21.0pp | 69.9%-13.9pp |
| Annual return | -0.52% | 6.62%-7.1pp | 2.43%-3.0pp | -9.96%+9.4pp |
| Employer contribution / active EE | $553 | $1,759-68.5% | $2,485-77.7% | $2,111-73.8% |
| Participant deferral / active EE | $1,149 | $3,255-64.7% | $3,852-70.2% | $3,350-65.7% |
| Admin fee / account holder | $11 | $489-97.7% | $6,675-99.8% | $521-97.9% |