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 |
|---|---|---|
CORRELL CO.2+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $10,183 |
FGMK, LLC2+ years Service code 10 · EIN 36-2929601 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,735 | $37,044-25.1% | $71,796-61.4% | $57,658-51.9% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.8pp | 70.2%-7.9pp |
| Annual return | 9.31% | 12.64%-3.3pp | 78.04%-68.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,290 | $720+79.1% | $1,924-33.0% | $1,974-34.6% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $76 | $101-25.0% | $4,815-98.4% | $95-19.9% |