Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $18,905 |
CROSSPLANS1 year Service code 13 · EIN 20-4536537 | Contract Administrator | $4,953 |
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.
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 | $3,107 | $40,174-92.3% | $84,023-96.3% | $67,582-95.4% |
| Participation rate | 62.6% | 62.7%-0.1pp | 69.0%-6.4pp | 71.3%-8.7pp |
| Annual return | 32.49% | 25.82%+6.7pp | 71.32%-38.8pp | 378.57%-346.1pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,126 | $2,301-7.6% | $3,239-34.4% | $3,539-39.9% |
| Admin fee / account holder | $114 | $128-10.9% | $6,102-98.1% | $142-19.6% |