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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $9,028 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,417 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,411 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,405 | $42,546-37.9% | $71,796-63.2% | $55,167-52.1% |
| Participation rate | 36.7% | 59.1%-22.5pp | 69.1%-32.4pp | 69.0%-32.3pp |
| Annual return | 7.34% | 12.36%-5.0pp | 78.04%-70.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $160 | $803-80.0% | $1,924-91.7% | $1,963-91.8% |
| Participant deferral / active EE | $1,610 | $2,064-22.0% | $2,794-42.4% | $3,054-47.3% |
| Admin fee / account holder | $337 | $650-48.1% | $4,815-93.0% | $504-33.1% |