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 27 · EIN 35-2552359 | Advisory (Plan) | $45,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,507 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,451 | $101,539+1.9% | $147,041-29.6% | $74,400+39.0% |
| Participation rate | 67.8% | 75.5%-7.7pp | 82.2%-14.4pp | 67.2%+0.6pp |
| Annual return | 18.41% | 8740.84%-8722.4pp | 419.21%-400.8pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $1,937 | $3,811-49.2% | $4,935-60.7% | $2,624-26.2% |
| Participant deferral / active EE | $4,357 | $7,304-40.3% | $8,071-46.0% | $4,348+0.2% |
| Admin fee / account holder | $357 | $1,749-79.6% | $13,006-97.3% | $1,944-81.6% |