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 13-3689044 | Recordkeeping | $63,815 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $6,158 |
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.)
Annual investment return 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 | $85,181 | $185,342-54.0% | $111,308-23.5% | $86,821-1.9% |
| Participation rate | 54.1% | 81.0%-26.8pp | 77.3%-23.2pp | 72.3%-18.2pp |
| Annual return | 9.56% | 500.80%-491.2pp | 54.67%-45.1pp | 97.94%-88.4pp |
| Employer contribution / active EE | $1,960 | $2,246-12.7% | $2,732-28.3% | $2,406-18.5% |
| Participant deferral / active EE | $2,609 | $4,458-41.5% | $4,487-41.9% | $4,132-36.9% |
| Admin fee / account holder | $340 | $255+33.0% | $7,965-95.7% | $170+100.3% |