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 | $72,378 |
Employer contribution per participant 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 | $16,733 | $46,332-63.9% | $143,799-88.4% | $64,819-74.2% |
| Participation rate | 71.7% | 64.2%+7.4pp | 80.3%-8.6pp | 71.5%+0.2pp |
| Annual return | -13.14% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $953 | $2,647-64.0% | $5,638-83.1% | $4,311-77.9% |
| Admin fee / account holder | $31 | $154-79.7% | $14,677-99.8% | $188-83.4% |