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 16-1450952 | Recordkeeping | $71,006 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,372 | $92,186-61.6% | $105,624-66.5% | $77,762-54.5% |
| Participation rate | 61.8% | 81.0%-19.3pp | 75.3%-13.5pp | 70.6%-8.8pp |
| Annual return | 119.86% | 17.83%+102.0pp | 116.20%+3.7pp | 31.27%+88.6pp |
| Employer contribution / active EE | $1,461 | $3,376-56.7% | $3,168-53.9% | $2,728-46.4% |
| Participant deferral / active EE | $2,697 | $5,395-50.0% | $5,013-46.2% | $4,651-42.0% |
| Admin fee / account holder | $222 | $219+1.5% | $10,961-98.0% | $433-48.6% |