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 01-0233346 | Recordkeeping | $1,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,383 | $58,888-85.8% | $178,499-95.3% | $73,493-88.6% |
| Participation rate | 58.2% | 66.2%-8.0pp | 81.9%-23.7pp | 70.7%-12.5pp |
| Annual return | 11.32% | 24.86%-13.5pp | 151.10%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $271 | $2,236-87.9% | $5,011-94.6% | $2,270-88.1% |
| Participant deferral / active EE | $975 | $2,568-62.0% | $5,202-81.3% | $3,740-73.9% |
| Admin fee / account holder | $163 | $400-59.4% | $13,986-98.8% | $513-68.3% |