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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,312 |
HHM CPAS2 years Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $10,900 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,378 | $65,582+92.7% | $64,101+97.2% | $71,511+76.7% |
| Participation rate | 23.3% | 73.2%-49.9pp | 72.3%-49.0pp | 67.9%-44.7pp |
| Annual return | 13.04% | 18.96%-5.9pp | 33.72%-20.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $798 | $3,628-78.0% | $3,881-79.4% | $4,291-81.4% |
| Admin fee / account holder | $292 | $616-52.7% | $3,070-90.5% | $1,588-81.6% |