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 | $175 |
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.
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 | $23,221 | $46,297-49.8% | $71,671-67.6% | $62,293-62.7% |
| Participation rate | 32.1% | 60.6%-28.5pp | 68.7%-36.6pp | 69.5%-37.4pp |
| Annual return | 15.59% | 22.32%-6.7pp | 20.65%-5.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $167 | $1,412-88.2% | $2,460-93.2% | $2,042-91.8% |
| Participant deferral / active EE | $923 | $2,235-58.7% | $3,438-73.2% | $3,169-70.9% |
| Admin fee / account holder | $108 | $461-76.6% | $5,558-98.1% | $479-77.6% |