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 | $3,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,748 | $62,715+47.9% | $104,299-11.1% | $66,949+38.5% |
| Participation rate | 62.1% | 59.6%+2.5pp | 73.3%-11.2pp | 69.8%-7.7pp |
| Annual return | -15.44% | -14.70%-0.7pp | 24.62%-40.1pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,150 | $1,976+8.8% | $3,373-36.3% | $2,545-15.5% |
| Participant deferral / active EE | $4,598 | $2,852+61.3% | $4,626-0.6% | $4,239+8.5% |
| Admin fee / account holder | $392 | $657-40.2% | $7,339-94.7% | $594-33.9% |