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 35-0145825 | Recordkeeping | $9,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,316 | $52,884-74.8% | $84,753-84.3% | $55,167-75.9% |
| Participation rate | 68.9% | 67.5%+1.3pp | 76.6%-7.7pp | 69.0%-0.1pp |
| Annual return | 6.03% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $352 | $2,233-84.2% | $3,574-90.1% | $1,963-82.0% |
| Participant deferral / active EE | $2,035 | $2,644-23.0% | $3,712-45.2% | $3,054-33.4% |
| Admin fee / account holder | $29 | $581-95.0% | $5,333-99.5% | $504-94.2% |