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 | $2,045 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,168 | $70,917-33.5% | $98,920-52.3% | $73,493-35.8% |
| Participation rate | 51.7% | 73.8%-22.1pp | 76.0%-24.3pp | 70.7%-19.0pp |
| Annual return | 15.40% | 34.18%-18.8pp | 196.47%-181.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $629 | $2,037-69.1% | $2,689-76.6% | $2,270-72.3% |
| Participant deferral / active EE | $2,197 | $3,501-37.2% | $4,245-48.2% | $3,740-41.2% |
| Admin fee / account holder | $436 | $535-18.5% | $6,643-93.4% | $513-15.1% |