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 62-1291257 | Recordkeeping | $46,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,281 | $93,131-49.2% | $106,554-55.6% | $86,821-45.5% |
| Participation rate | 41.2% | 81.4%-40.2pp | 76.1%-34.9pp | 72.3%-31.1pp |
| Annual return | 13.79% | 19.45%-5.7pp | 26.80%-13.0pp | 97.94%-84.2pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,148 | $4,708-75.6% | $4,398-73.9% | $4,132-72.2% |
| Admin fee / account holder | $309 | $145+113.2% | $7,408-95.8% | $170+82.5% |