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 | $6,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,532 | $128,603-44.4% | $197,124-63.7% | $67,986+5.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 12.19% | 23.77%-11.6pp | 44.34%-32.2pp | 31.67%-19.5pp |
| Employer contribution / active EE | $7,438 | $4,379+69.8% | $6,227+19.4% | $2,019+268.4% |
| Participant deferral / active EE | $3,200 | $6,840-53.2% | $9,135-65.0% | $3,358-4.7% |
| Admin fee / account holder | $332 | $3,035-89.1% | $16,298-98.0% | $3,203-89.6% |