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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $24,521 |
HHM CPAS1 year Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $10,450 |
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.)
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 | $119,655 | $60,989+96.2% | $60,919+96.4% | $66,949+78.7% |
| Participation rate | 28.5% | 74.5%-46.0pp | 73.1%-44.6pp | 69.8%-41.3pp |
| Annual return | -14.34% | -9.60%-4.7pp | 16.96%-31.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,099 | $3,615-69.6% | $3,814-71.2% | $4,239-74.1% |
| Admin fee / account holder | $318 | $338-6.1% | $3,228-90.2% | $594-46.4% |