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 13-2656036 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $38,243 | $64,909-41.1% | $82,312-53.5% | $62,293-38.6% |
| Participation rate | 42.1% | 74.9%-32.8pp | 76.9%-34.8pp | 69.5%-27.5pp |
| Annual return | 16.37% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $922 | $3,103-70.3% | $3,706-75.1% | $3,169-70.9% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |