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 27 · EIN 04-2675571 | Advisory (Plan) | $16,097 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,926 | $63,114+45.7% | $92,903-1.1% | $65,185+41.0% |
| Participation rate | 24.8% | 68.8%-43.9pp | 76.0%-51.2pp | 70.2%-45.4pp |
| Annual return | 20.36% | 28.75%-8.4pp | 109.43%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $977 | $2,571-62.0% | $3,653-73.3% | $2,177-55.1% |
| Participant deferral / active EE | $1,644 | $3,108-47.1% | $4,238-61.2% | $3,514-53.2% |
| Admin fee / account holder | $539 | $624-13.5% | $5,795-90.7% | $847-36.4% |