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 | $7,850 |
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.
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 | $63,707 | $44,059+44.6% | $71,671-11.1% | $69,631-8.5% |
| Participation rate | 23.3% | 60.8%-37.5pp | 68.7%-45.4pp | 70.7%-47.4pp |
| Annual return | 15.74% | 21.97%-6.2pp | 20.65%-4.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $194 | $1,305-85.1% | $2,460-92.1% | $2,032-90.4% |
| Participant deferral / active EE | $966 | $2,370-59.3% | $3,438-71.9% | $3,224-70.0% |
| Admin fee / account holder | $80 | $108-25.6% | $5,558-98.6% | $110-27.5% |