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 |
|---|---|---|
DYNATECH, LLC1 year Service code 13 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,805 |
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,627 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,876 | $50,199-64.4% | $70,098-74.5% | $66,930-73.3% |
| Participation rate | 57.7% | 66.3%-8.6pp | 70.5%-12.8pp | 69.8%-12.1pp |
| Annual return | -19.82% | -13.85%-6.0pp | 190.76%-210.6pp | 1.57%-21.4pp |
| Employer contribution / active EE | $1,655 | $1,864-11.2% | $2,560-35.4% | $2,545-35.0% |
| Participant deferral / active EE | $3,197 | $3,112+2.7% | $3,849-16.9% | $4,238-24.6% |
| Admin fee / account holder | $16 | $600-97.3% | $6,266-99.7% | $593-97.3% |