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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $7,804 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,209 | $39,819+53.7% | $67,834-9.8% | $57,658+6.2% |
| Participation rate | 20.7% | 61.2%-40.5pp | 68.8%-48.1pp | 70.2%-49.5pp |
| Annual return | 5.10% | 9.19%-4.1pp | 138.47%-133.4pp | 5.13%0pp |
| Employer contribution / active EE | $179 | $1,277-86.0% | $2,403-92.6% | $1,974-90.9% |
| Participant deferral / active EE | $880 | $2,209-60.2% | $3,160-72.1% | $3,061-71.2% |
| Admin fee / account holder | $88 | $84+4.9% | $4,622-98.1% | $95-7.2% |