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 35-0145825 | Recordkeeping | $78,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,461 | $37,117-53.0% | $147,617-88.2% | $55,191-68.4% |
| Participation rate | 58.5% | 63.6%-5.1pp | 84.6%-26.1pp | 69.2%-10.7pp |
| Annual return | 3.39% | 3.44%0pp | 61.98%-58.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $301 | $1,620-81.4% | $5,564-94.6% | $1,899-84.1% |
| Participant deferral / active EE | $794 | $1,985-60.0% | $4,895-83.8% | $3,046-73.9% |
| Admin fee / account holder | $30 | $86-64.7% | $11,612-99.7% | $91-66.8% |