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 01-0233346 | Recordkeeping | $75 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,717 | $91,198-22.5% | $178,503-60.4% | $79,856-11.4% |
| Participation rate | 83.7% | 69.2%+14.5pp | 81.9%+1.8pp | 69.6%+14.1pp |
| Annual return | 8.03% | 24.20%-16.2pp | 151.12%-143.1pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,730 | $3,257-46.9% | $5,011-65.5% | $2,471-30.0% |
| Participant deferral / active EE | $2,955 | $3,237-8.7% | $5,202-43.2% | $3,741-21.0% |
| Admin fee / account holder | $423 | $6,748-93.7% | $13,987-97.0% | $5,306-92.0% |