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 15 · EIN 01-0233346 | Recordkeeping | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,036 | $26,805-21.5% | $59,496-64.6% | $52,331-59.8% |
| Participation rate | 15.3% | 39.3%-24.0pp | 54.6%-39.2pp | 68.1%-52.8pp |
| Annual return | -3.18% | 2.61%-5.8pp | 182.05%-185.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $257 | $450-42.8% | $1,153-77.7% | $1,882-86.3% |
| Participant deferral / active EE | $615 | $916-32.9% | $1,829-66.4% | $3,022-79.7% |
| Admin fee / account holder | $301 | $305-1.3% | $2,232-86.5% | $592-49.1% |