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 48-1205033 | Recordkeeping | $53,509 |
Filed as: SARBEY, LEXOW & KAUFMAN, LLC Service code 10 · EIN 65-1014182 | Accounting | $12,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,622 | $34,634-69.3% | $77,081-86.2% | $64,814-83.6% |
| Participation rate | 36.2% | 49.8%-13.6pp | 67.9%-31.7pp | 71.5%-35.2pp |
| Annual return | -12.16% | -5.31%-6.8pp | 42.33%-54.5pp | 32.84%-45.0pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,813-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $649 | $2,553-74.6% | $4,428-85.3% | $4,310-85.0% |
| Admin fee / account holder | $226 | $178+26.9% | $5,427-95.8% | $188+20.5% |