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 37 · EIN 04-2647786 | Loan Processing | $13,650 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $9,267 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,945 | $46,297+12.2% | $71,671-27.5% | $62,293-16.6% |
| Participation rate | 34.9% | 60.6%-25.7pp | 68.7%-33.8pp | 69.5%-34.6pp |
| Annual return | 12.17% | 22.32%-10.2pp | 20.65%-8.5pp | 28.90%-16.7pp |
| Employer contribution / active EE | $181 | $1,412-87.2% | $2,460-92.6% | $2,042-91.1% |
| Participant deferral / active EE | $1,334 | $2,235-40.3% | $3,438-61.2% | $3,169-57.9% |
| Admin fee / account holder | $302 | $461-34.5% | $5,558-94.6% | $479-37.1% |