Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Custodial (other than securities); Re... | $11,800 |
FOUNDERS FINANCIAL SERVICES3 years Service code 26 · EIN 52-2062849 1020 CROMWELL BRIDGE RD. · BALTIMORE, MD 21286 | Advisory (Participants) | $7,218 |
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.
Employer contribution per participant 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.
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 | $20,007 | $64,176-68.8% | $112,263-82.2% | $66,949-70.1% |
| Participation rate | 38.1% | 68.4%-30.3pp | 75.1%-36.9pp | 69.8%-31.7pp |
| Annual return | -14.77% | -13.80%-1.0pp | 27.49%-42.3pp | 1.57%-16.3pp |
| Employer contribution / active EE | $146 | $3,007-95.2% | $3,636-96.0% | $2,545-94.3% |
| Participant deferral / active EE | $757 | $3,694-79.5% | $4,729-84.0% | $4,239-82.2% |
| Admin fee / account holder | $224 | $626-64.2% | $6,410-96.5% | $594-62.3% |