Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA2 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $6,666 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,429 | $52,967-84.1% | $172,753-95.1% | $65,186-87.1% |
| Participation rate | 57.6% | 66.2%-8.6pp | 82.6%-25.0pp | 70.2%-12.6pp |
| Annual return | 19.31% | 30.12%-10.8pp | 803.00%-783.7pp | 29.39%-10.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,373 | $2,471-4.0% | $5,198-54.3% | $3,514-32.5% |
| Admin fee / account holder | $101 | $472-78.7% | $13,956-99.3% | $847-88.1% |