Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,865 | $47,163+12.1% | $149,696-64.7% | $74,460-29.0% |
| Participation rate | 28.9% | 63.4%-34.5pp | 78.8%-49.9pp | 70.7%-41.9pp |
| Annual return | 12.00% | 22.75%-10.8pp | 134.46%-122.5pp | 34.38%-22.4pp |
| Employer contribution / active EE | $891 | $1,907-53.2% | $4,821-81.5% | $2,638-66.2% |
| Participant deferral / active EE | $1,266 | $2,730-53.6% | $5,682-77.7% | $4,530-72.1% |
| Admin fee / account holder | $7 | $343-98.0% | $13,212-99.9% | $348-98.1% |