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 | $1,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,004 | $22,291+21.1% | $69,182-61.0% | $63,975-57.8% |
| Participation rate | 16.1% | 35.3%-19.2pp | 55.1%-39.0pp | 71.1%-55.0pp |
| Annual return | 7.89% | 9.30%-1.4pp | -21.93%+29.8pp | 48.65%-40.8pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $549 | $808-32.1% | $1,897-71.1% | $3,356-83.6% |
| Admin fee / account holder | $46 | $73-37.1% | $2,697-98.3% | $70-34.8% |