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 01-0233346 | Recordkeeping | $1,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $52,358 | $75,183-30.4% | $123,894-57.7% | $55,167-5.1% |
| Participation rate | 44.2% | 72.8%-28.6pp | 81.4%-37.2pp | 69.0%-24.8pp |
| Annual return | 6.69% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $658 | $2,823-76.7% | $4,617-85.7% | $1,963-66.5% |
| Participant deferral / active EE | $1,051 | $5,084-79.3% | $5,984-82.4% | $3,054-65.6% |
| Admin fee / account holder | $216 | $663-67.4% | $8,357-97.4% | $504-57.2% |