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 |
|---|---|---|
EVERENCE TRUST COMPANY3 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $6,908 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,352 |
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 | $11,751 | $40,174-70.7% | $84,023-86.0% | $67,582-82.6% |
| Participation rate | 42.0% | 62.7%-20.7pp | 69.0%-27.0pp | 71.3%-29.3pp |
| Annual return | 35.34% | 25.82%+9.5pp | 71.32%-36.0pp | 378.57%-343.2pp |
| Employer contribution / active EE | $697 | $808-13.7% | $1,984-64.9% | $2,148-67.5% |
| Participant deferral / active EE | $1,538 | $2,301-33.1% | $3,239-52.5% | $3,539-56.5% |
| Admin fee / account holder | $53 | $128-59.0% | $6,102-99.1% | $142-63.0% |