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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $38,810 | $50,666-23.4% | $76,667-49.4% | $65,186-40.5% |
| Participation rate | 95.3% | 68.8%+26.5pp | 72.1%+23.2pp | 70.2%+25.1pp |
| Annual return | 1.93% | 28.51%-26.6pp | 1166.74%-1164.8pp | 29.39%-27.5pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $463-98.3% | $6,423-99.9% | $847-99.1% |