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 |
|---|---|---|
ATFINANCIAL4 years Service code 13 · EIN 92-6009524 | Contract Administrator | $13,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,797 | $56,152-68.3% | $185,861-90.4% | $73,412-75.8% |
| Participation rate | 66.0% | 67.6%-1.6pp | 78.0%-12.0pp | 72.2%-6.2pp |
| Annual return | 44.36% | 17.59%+26.8pp | 35.96%+8.4pp | 59.30%-14.9pp |
| Employer contribution / active EE | $203 | $1,532-86.7% | $4,088-95.0% | $2,234-90.9% |
| Participant deferral / active EE | $2,908 | $3,659-20.5% | $5,634-48.4% | $3,806-23.6% |
| Admin fee / account holder | $48 | $132-64.0% | $9,503-99.5% | $158-69.9% |