Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,974 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,278 | $54,213-31.2% | $93,696-60.2% | $77,736-52.0% |
| Participation rate | 34.7% | 64.0%-29.2pp | 68.7%-34.0pp | 70.6%-35.9pp |
| Annual return | 15.59% | 30.55%-15.0pp | 133.74%-118.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $422 | $1,168-63.9% | $2,422-82.6% | $2,728-84.5% |
| Participant deferral / active EE | $2,621 | $3,145-16.7% | $4,417-40.7% | $4,651-43.6% |
| Admin fee / account holder | $324 | $575-43.6% | $8,287-96.1% | $433-25.1% |