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 | $1,597 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,546 | $69,383-67.5% | $101,275-77.7% | $73,497-69.3% |
| Participation rate | 81.3% | 68.4%+13.0pp | 75.8%+5.5pp | 70.7%+10.6pp |
| Annual return | -6.57% | 18.46%-25.0pp | 46.48%-53.1pp | 28.51%-35.1pp |
| Employer contribution / active EE | $1,375 | $2,628-47.7% | $3,660-62.4% | $2,270-39.4% |
| Participant deferral / active EE | $2,015 | $3,301-39.0% | $4,371-53.9% | $3,740-46.1% |
| Admin fee / account holder | $309 | $704-56.0% | $5,948-94.8% | $513-39.7% |