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 |
|---|---|---|
AGGREGATE RETIREMENT SERVICES1+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $5,444 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $0 |
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 | $11,798 | $36,916-68.0% | $156,551-92.5% | $57,658-79.5% |
| Participation rate | 88.9% | 63.4%+25.4pp | 84.0%+4.8pp | 70.2%+18.6pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,467 | $1,571+57.1% | $5,501-55.2% | $1,974+25.0% |
| Participant deferral / active EE | $3,656 | $1,926+89.9% | $4,871-24.9% | $3,061+19.5% |
| Admin fee / account holder | $22 | $82-73.7% | $13,028-99.8% | $95-77.1% |