Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,423 |
SAX WEALTH ADVISORS, LLC1+ years Service code 99 · EIN 22-3645620 | Other Fees | $17,165 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $50,820-78.9% | $155,567-93.1% | $77,671-86.2% |
| Participation rate | 39.5% | 63.1%-23.6pp | 78.2%-38.7pp | 70.6%-31.1pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.74%-64.7pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,094 | $2,823-25.8% | $5,628-62.8% | $4,648-54.9% |
| Admin fee / account holder | $126 | $436-71.0% | $15,916-99.2% | $430-70.7% |