Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,249 | $31,388-83.3% | $73,550-92.9% | $62,293-91.6% |
| Participation rate | 16.5% | 39.9%-23.4pp | 54.9%-38.5pp | 69.5%-53.1pp |
| Annual return | 92.04% | 25.34%+66.7pp | -15.16%+107.2pp | 28.90%+63.1pp |
| Employer contribution / active EE | $369 | $498-25.9% | $1,219-69.7% | $2,042-81.9% |
| Participant deferral / active EE | $410 | $1,028-60.2% | $1,804-77.3% | $3,169-87.1% |
| Admin fee / account holder | $84 | $299-71.9% | $2,320-96.4% | $479-82.4% |