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 | $2,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,215 | $64,176+32.8% | $112,263-24.1% | $66,949+27.3% |
| Participation rate | 42.1% | 68.4%-26.4pp | 75.1%-33.0pp | 69.8%-27.8pp |
| Annual return | 22.11% | -13.80%+35.9pp | 27.49%-5.4pp | 1.57%+20.5pp |
| Employer contribution / active EE | $1,299 | $3,007-56.8% | $3,636-64.3% | $2,545-49.0% |
| Participant deferral / active EE | $2,510 | $3,694-32.1% | $4,729-46.9% | $4,239-40.8% |
| Admin fee / account holder | $537 | $626-14.2% | $6,410-91.6% | $594-9.5% |